Ferguson-Johnson Wealth Management, Inc. fees and pricing
Financial planner in Rockville, Maryland. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, Ferguson-Johnson Wealth Management, Inc. charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“For clients engaged in financial planning services, not under the bundled engagement, Ferguson-Johnson Wealth management will be compensated by hourly rate of $400 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ferguson-Johnson Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Ferguson-Johnson Wealth Management will discuss the assignment in advance with the client and provide an estimate of hours expected of a typical assignment with similar elements.”
- “The remaining fee is due upon completion of the financial plan.”
- “Ferguson-Johnson Wealth Management will bill its fees in advance, on a quarterly basis.”
How Ferguson-Johnson Wealth Management, Inc.’s fees compare
- Its hourly rate of $400 is above the Maryland median of $300. 72% of the 156 other Maryland planners that publish an hourly rate charge less.
- 4 of the 8 other planners in Rockville that publish an hourly rate charge less.
About Ferguson-Johnson Wealth Management, Inc.
“Ferguson-Johnson Wealth Management provides continuous investment management services and financial planning services to clients. Ferguson-Johnson Wealth Management may offer investments through a separately managed third-party investment adviser (“sub-adviser”).”
- Firm size: 4 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 1978 (48 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 190
- Employees
- 4
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $316,354,533
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 109232
- Phone
- (301) 670-0994
Can advise clients in 8 states: District of Columbia, Florida, Massachusetts, Maryland, North Carolina, New Hampshire, Texas, Virginia
Other planners in Rockville that publish fees
- Capital Squared Financial LLCRockville$250-$395/hr, $750-$6,000
- CHC Financial Solutions, LLCRockville$2,500-$15,000
- CWM Financial Group, Inc.Rockville$75-$250/hr, $75-$5,000
- Foxman Asset Advisors Inc.Rockville$220/hr, $1,500-$10,000
- Fsa Wealth PartnersRockville$5,000/yr
- Impact Capital, LLCRockville$400/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.