FBB Capital Partners fees and pricing
Financial planner in Bethesda, Maryland. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 9, 2026, FBB Capital Partners charges $450 an hour and a flat or project fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“We will be compensated through the date of termination for time spent in design of such financial documents at an hourly rate not to exceed $450.”
- Flat or project fee
- $500
“Such fee will be a fixed fee not to exceed $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How FBB Capital Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Billing Your account will be billed a blended fee quarterly in advance based on the aggregate, fair market value for the portion of your portfolio that fall within each tier of our fee schedule.”
- “Require one-half the fee be paid at the time the Agreement is signed, with the remaining balance due upon completion of the financial plan.”
- “If you have prepaid any fees, such un-earned fees will be returned on a pro-rata basis.”
How FBB Capital Partners’ fees compare
- Its hourly rate of $450 is above the Maryland median of $300. 81% of the 156 other Maryland planners that publish an hourly rate charge less.
- 8 of the 12 other planners in Bethesda that publish an hourly rate charge less.
- Its flat or project fee of $500 is below the Maryland median of $4,335. 6% of the 133 other Maryland planners that publish a flat or project fee charge less.
- None of the 7 other planners in Bethesda that publish a flat or project fee charge less.
About FBB Capital Partners
- Firm size: 21 employees.
- Registered as an adviser: 2000 (26 years).
Planning areas mentioned in the brochure
- Business owners
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
- 3% a year
- Clients
- 1,004
- Employees
- 21
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $2,394,809,702
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 108967
- Phone
- (301) 657-8870
Can advise clients in 24 states: Arizona, California, Colorado, District of Columbia, Delaware, Florida, Georgia, Illinois, Louisiana, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington
Other planners in Bethesda that publish fees
- Alikos Wealth Management, LLCBethesda$100-$400/hr, $1,500-$10,000
- Arch Financial Advisors LLCBethesda$1,500-$8,000, $2,000-$20,000/yr
- Beyond Financial Planning, LLCBethesda$500/hr, $6,000-$12,000/yr
- Bontempo Ohly Capital Management, LLCBethesda$375/hr
- Family Office Research, LLCBethesda$250/hr, $5,000-$10,000
- Heritage Investors Management CorpBethesda$500/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.