Family Office Research, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The maximum hourly fee to be charged will not exceed $250.”

Flat or project fee

$5,000⁠-⁠$10,000

“Flat fees generally range from $5,000 to $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Family Office Research, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Unless otherwise noted in writing, our firm bills on cash.”
• “Our Retirement Plan Consulting services are billed on an hourly or flat fee basis or a fee based on the percentage of Plan assets under management.”
• “Upon notice of termination our firm will process a pro-rata refund of the unearned portion of the advisory fees charged in advance.”

How Family Office Research, LLC’s fees compare

• Its hourly rate of $250 is below the Maryland median of $300. 24% of the 156 other Maryland planners that publish an hourly rate charge less.
• 1 of the 12 other planners in Bethesda that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$10,000 is above the Maryland median of $4,335. 86% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 5 of the 7 other planners in Bethesda that publish a flat or project fee charge less.

About Family Office Research, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

115

Employees

5

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$648,208,835

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

144136

Website

familyofficeresearch.com (opens in new tab)

Phone

(301) 684-1765

Can advise clients in 6 states: District of Columbia, Florida, Maryland, North Carolina, Texas, Virginia

Other planners in Bethesda that publish fees

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• Arch Financial Advisors LLCBethesda$1,500⁠-⁠$8,000, $2,000⁠-⁠$20,000/yr
• Beyond Financial Planning, LLCBethesda$500/hr, $6,000⁠-⁠$12,000/yr
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• FBB Capital PartnersBethesda$450/hr, $500
• Heritage Investors Management CorpBethesda$500/hr

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