Forty4 Financial fees

Financial planner in Bethesda, Maryland. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 26, 2026, Forty4 Financial (Bethesda, MD) charges up to $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change.

Hourly rate: Up to $250/hr; Capped at $250, at or below the Maryland median of $300.; “Hourly fees are billed at an hourly rate of up to $250 per hour or a fixed engagement fee.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

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

“The investment advisory fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
“Fees may be negotiable at the sole discretion of the Advisor.”
“Fees may be negotiable depending on the size and complexity of the Plan.”

How the firm is paid: Hourly fees, flat or fixed fees, and a percentage of assets under management
Clients: 43
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $33.2 million
Registered with: State securities regulators
Disciplinary disclosures: None reported on Form ADV as of May 4, 2026
CRD number: 326024 (opens in new tab)
Website: forty4financial.com (opens in new tab)
Phone: (240) 205-1358

Registered in 1 state and DC: Maryland, DC

Is something on this page wrong or out of date?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.