Glass Jacobson Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$25,000

“7 For select clients the Company will prepare a financial plan or module, the Company charges either a fixed fee that ranges between $1,000 and $25,000 for financial planning and/or estate planning services.”

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

How Glass Jacobson Wealth Advisors bills

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

• “Adjustments for significant contributions and withdrawals to the portfolio are prorated for the quarter in which the change occurs.”
• “If an Investment Advisory Account is opened during the quarter, the Management Fee will be prorated for the entire quarter and based on the beginning account value.”
• “The account will be charged two fees during the first billing cycle to reflect the partial quarter when the account was opened (payment in arrears) and the current quarter (billing in advance).”

How Glass Jacobson Wealth Advisors’ fees compare

• Its flat or project fee of $1,000-$25,000 spans the Maryland median of $4,335. 95% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 4 of the 4 other planners in Owings Mills that publish a flat or project fee charge less.

About Glass Jacobson Wealth Advisors

• Firm size: 9 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2004 (22 years).

Planning areas mentioned in the brochure

• Divorce

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

1.5% a year

Clients

501

Employees

9

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, portfolio management for businesses and institutions, and pension consulting

Assets managed

$928,010,356

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

120141

Website

google.com/search?q=glass+jacobson+rockville+md&ei=BwASZNb2IoTl5NoP7_2KyAw&oq=glass+jacobson+rockvi&gs_lcp=Cgxnd3Mtd (opens in new tab)

Phone

(443) 384-6888

Can advise clients in 13 states: California, District of Columbia, Delaware, Florida, Maryland, Michigan, North Carolina, New Jersey, New York, Ohio, Pennsylvania, Virginia, West Virginia

Other planners in Owings Mills that publish fees

• American Financial Management, LTD.Owings Mills$3,500
• BRC Financial PlanningOwings Mills$500/hr, $3,000
• Prosperity - An Eisneramper CompanyOwings Mills$5,000
• Silverstone Financial LLCOwings Mills$350/hr, $1,000⁠-⁠$6,000

Compare all 6 planners in Owings Mills