HF Advisory Group, LLC fees and pricing

Published fees

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

Hourly rate

$250⁠-⁠$650/hr

“The negotiated hourly fee for these services is between $250 - $650.”

Flat or project fee

$500⁠-⁠$5,000

“The negotiated fixed rate for creating client financial plans is between $500 and $5,000.”

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

How HF Advisory Group, LLC bills

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

• “These fees are negotiable, and the final fee rate will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of HFA Group's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of HFA Group’s fees, within five business days of signing the Financial Planning Agreement.”

How HF Advisory Group, LLC’s fees compare

• Its hourly rate of $250-$650 spans the Maryland median of $300. 81% of the 156 other Maryland planners that publish an hourly rate charge less.
• 10 of the 13 other planners in Annapolis that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Maryland median of $4,335. 34% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 4 of the 9 other planners in Annapolis that publish a flat or project fee charge less.

About HF Advisory Group, LLC

• Firm size: 6 employees.
• Registered as an adviser: 2022 (4 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

1.75% a year

Clients

460

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$321,503,925

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

309051

Website

hfadvisorygroup.com (opens in new tab)

Phone

(410) 571-1415

Can advise clients in 14 states: California, Colorado, District of Columbia, Delaware, Florida, Georgia, Maryland, North Carolina, Nebraska, New Hampshire, New York, Pennsylvania, Texas, Virginia

Other planners in Annapolis that publish fees

• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Accordant Advisory Group, Inc.Annapolis$500/hr
• Annapolitan Investment Group, Inc.Annapolis$150/hr, $250
• Atlantic Financial Planning LLCAnnapolis$280/hr
• Chesapeake Financial PlanningAnnapolis$150⁠-⁠$250/hr, $1,000⁠-⁠$2,500/yr
• Clairwell Financial Planning LLCAnnapolis$500/hr, $5,000⁠-⁠$10,000

Compare all 21 planners in Annapolis