Foxman Asset Advisors Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$220/hr

“The negotiated hourly fee for these services is $220. 5 Clients may terminate the agreement without penalty, for full refund of Foxman Asset Advisors’ fees, within five business days of signing the Financial Planning Agreement.”

Flat or project fee

$1,500⁠-⁠$10,000

“The fixed rate for creating client financial plans is between $1,500 and $10,000.”

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

How Foxman Asset Advisors Inc. bills

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

• “The first invoice fee will be pro-rated by multiplying the daily rate* by the number of days elapsed in the first billing period.”
• “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of Foxman Asset Advisors’ fees within five business days of signing the Investment Advisory Contract.”

How Foxman Asset Advisors Inc.’s fees compare

• Its hourly rate of $220 is below the Maryland median of $300. 19% of the 156 other Maryland planners that publish an hourly rate charge less.
• 1 of the 8 other planners in Rockville that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the Maryland median of $4,335. 73% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 5 of the 8 other planners in Rockville that publish a flat or project fee charge less.

About Foxman Asset Advisors Inc.

• Firm size: 3 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.85% a year

Clients

133

Employees

3

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$32,447,374

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310637

Website

foxman.us (opens in new tab)

Phone

(301) 977-0090

Can advise clients in 2 states: Maryland, 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
• Ferguson-Johnson Wealth Management, Inc.Rockville$400/hr
• Fsa Wealth PartnersRockville$5,000/yr
• Impact Capital, LLCRockville$400/hr

Compare all 21 planners in Rockville