Hive Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 26, 2024. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$10,000

“The negotiated fixed rate for creating client financial plans is between $3,000 and $10,000. 3 Clients may terminate the agreement without penalty, for full refund of HWM’s fees, within five business days of signing the Financial Planning Agreement.”

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

How Hive Wealth Management LLC bills

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

• “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 HWM's fees within five business days of signing the Investment Advisory Contract.”

How Hive Wealth Management LLC’s fees compare

• Its flat or project fee of $3,000-$10,000 spans the Maryland median of $4,335. 83% of the 133 other Maryland planners that publish a flat or project fee charge less.

About Hive Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

1

Employees

1

Works with

High net worth individuals and pooled investment vehicles

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$344,686

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

313724

Phone

(202) 360-7002

Can advise clients in 4 states: District of Columbia, Florida, Georgia, Maryland

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