Financial Management Strategies, LLC fees
Financial planner in Baltimore, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 11, 2026, Financial Management Strategies, LLC (Baltimore, MD) charges an annual fee of $5,000-$15,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 11, 2026. Fees can change.
- Annual fee
- $5,000-
$15,000/yr Runs from below the Maryland median of $6,000 to above it.
“Fees typically will range from $5,000-$15,000 per annum.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 8 employees
- Registered since
- 2000 (26 years)
How Financial Management Strategies, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients are notified in advance of the performance of services when said services require billable hours in excess of the initial estimate.”
- “Clients using Concierge Services and Special Projects services are billed monthly in arrears, or as otherwise specified in an engagement letter.”
- “The client must consent in advance in writing to direct debiting of their investment account for fees for this type of service.”
About Financial Management Strategies, LLC
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 28
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
- Assets managed
- $350 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of May 11, 2026
- CRD number
- 122347 (opens in new tab)
- Phone
- (410) 779-1276
Other planners in Baltimore that publish fees
- Buttonwood Financial Advisors, Inc.BaltimoreFlat $500
- Trasatti Wealth Planning, LLCBaltimoreHourly $200/hr, Flat $10,000
- Charles Street Asset Management, Inc.BaltimoreHourly $200-$300/hr, Flat $1,000-$10,000
- Garritt Financial Solutions LLCBaltimoreHourly $275/hr, Flat $1,800-$3,500
- Aerie Capital ManagementBaltimoreHourly $250/hr, Flat $1,000-$2,500
- Seek the PlanBaltimoreHourly $250/hr, Flat up to $15,000 2019 brochure
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.