Hwa Financial Group fees and pricing
Financial planner in Ellicott City, Maryland. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 20, 2026, Hwa Financial Group charges $150-$250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$250/hr
“Registrant’s planning fees are negotiable, but generally range from $150 to $250 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hwa Financial Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “As result of the valuation process, if the valuation reflects initial purchase price or an updated value subsequent to purchase price, the current value could be significantly more or less than the value reflected on report or invoice.”
- “After the report has been presented, the Registrant will issue an invoice and the fee is due upon receipt.”
- “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
How Hwa Financial Group’s fees compare
- Its hourly rate of $150-$250 is below the Maryland median of $300. 13% of the 156 other Maryland planners that publish an hourly rate charge less.
- None of the 2 other planners in Ellicott City that publish an hourly rate charge less.
About Hwa Financial Group
“Prior to engaging the Registrant to provide planning services, clients are generally required to enter into a Financial Planning Agreement with Registrant setting forth the terms and conditions of the engagement (including termination), describing the scope of the services to be provided, and the portion of the fee…”
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
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% a year
- Clients
- 167
- Employees
- 4
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services
- Assets managed
- $295,313,734
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 120745
- Phone
- (410) 696-4025
Can advise clients in 8 states: Delaware, Florida, Georgia, Maryland, New Hampshire, Pennsylvania, Texas, Virginia
Other planners in Ellicott City that publish fees
- Docshah Financial, LLCEllicott City$3,000-$8,000
- Lee Financial Associates, Inc.Ellicott City$300/hr, $500-$1,500
- Wealthwyzr, LLCEllicott City$500/hr, $6,000-$12,000
- 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
- Aaa Advisory LLCWalkersville$300/hr
- Accordant Advisory Group, Inc.Annapolis$500/hr
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.