First Shore Private Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$25,000

“Financial planning & advice fees are charged on a flat-fee basis in an amount that typically ranges between $2,500 to $25,000, and are in consideration for the development and delivery of recommendations based on Adviser’s financial planning process.”

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

How First Shore Private Wealth bills

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

• “Fees are negotiable, and each client’s specific fee schedule is included as part of the investment advisory agreement signed by Adviser and the client. a.”
• “In no instance will Adviser (i) bill more than $500 in fees per client more than six months in advance or (ii) charge an hourly rate in excess of $500 per hour. b.”
• “Such asset-based fees are charged up to six months in advance in respect of the first billing period, and then quarterly or monthly in advance thereafter as synchronized with the timing of when distributions are made from the Tax Favored Vehicles.”

How First Shore Private Wealth’s fees compare

• Its flat or project fee of $2,500-$25,000 spans the Maryland median of $4,335. 97% of the 133 other Maryland planners that publish a flat or project fee charge less.

About First Shore Private Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Insurance analysis
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Employees

1

Services reported to regulators

Financial planning and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328768

Phone

(410) 430-9966

Other planners in Maryland that publish fees

• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Aaa Advisory LLCWalkersville$300/hr
• Accordant Advisory Group, Inc.Annapolis$500/hr
• Addax Bridge FinancialPotomac$250⁠-⁠$400/hr, $5,000⁠-⁠$6,000
• Adenry Wealth LLCColumbia$300/hr, $300
• Advocate Investing ServicesWoodbine$400/hr, $1,000⁠-⁠$10,000

Compare all 302 planners in Maryland