Foresight Investments Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The consultation fee is $300 per hour and may be negotiable depending on the length and complexity of the engagement.”

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

How Foresight Investments Management, Inc. bills

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

• “Foresight fees are billed and paid monthly in arrears.”

How Foresight Investments Management, Inc.’s fees compare

• Its hourly rate of $300 matches the Maryland median of $300. 42% of the 156 other Maryland planners that publish an hourly rate charge less.

About Foresight Investments Management, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2001 (25 years).

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

1.2% a year

Employees

1

Services reported to regulators

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

Assets managed

$21,943,195

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

116327

Phone

(301) 963-9799

Can advise clients in 2 states: Maryland, Virginia

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