HY Financial LLC fees
Financial planner in Rockville, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 20, 2025, HY Financial LLC (Rockville, MD) charges up to $250 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 20, 2025. Fees can change.
- Hourly rate
- Up to $250/hr
Capped at $250, at or below the Maryland median of $300.
“Copyright 2021 HY Financial LLC The negotiable hourly fee for financial planning is up to $250/hour and is paid after the consultations.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2011 (15 years)
How HY Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Hourly fees are billed at the end of the month they were incurred.”
- “Do we charge in advance? We do not charge any fees in advance.”
About HY Financial LLC
“Description of advisory services we offer HY Financial LLC has always been a small firm specializing in managing client portfolios and limited financial planning.”
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 23
- Works with
- Individuals and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, newsletters and publications, market timing, and educational seminars and workshops
- Assets managed
- $12.6 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of May 20, 2025
- CRD number
- 155571 (opens in new tab)
- Phone
- (240) 718-8668
Other planners in Rockville that publish fees
- RMG AdvisorsRockvilleHourly $500/hr
- Impact Capital, LLCRockvilleHourly $400/hr
- Ivy League Financial Advisors LLCRockvilleHourly $250-$750/hr, Flat $5,000-$50,000
- Capital Squared Financial LLCRockvilleHourly $250-$395/hr, Flat $750-$6,000
- Ferguson-Johnson Wealth Management, Inc.RockvilleHourly $400/hr
- CWM Financial Group, Inc.RockvilleHourly $75-$250/hr, Flat up to $5,000
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.