Homewood Capital Management East LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 30, 2026, Homewood Capital Management East LLC charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Clients may terminate the agreement without penalty for a full refund of HCMEL's fees within five business days of signing the Investment Advisory Contract.”
“Clients may terminate the agreement without penalty, for full refund of HCMEL’s fees, within five business days of signing the Financial Planning Agreement.”
“Fees are paid in arrears. 4 For fees deducted directly from client accounts, in states that require it, HCMEL will use the safeguards below: 1.”

Its hourly rate of $150 is below the Maryland median of $300. 2% of the 156 other Maryland planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2017 (9 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 20
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $3,296,800
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 289221
Phone: (925) 788-0411

Can advise clients in 2 states: California, Maryland

Is something on this page wrong or out of date?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