PlannerFees

Inaltis Capital Management, LLC fees and pricing

Financial planner in Chevy Chase, Maryland. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Inaltis Capital Management, LLC charges $165 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$165/hr
“Our hourly rate is $165.00.”

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

How Inaltis Capital Management, LLC bills

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

  • “Financial Planning, Portfolio Review and Advice Fees Financial planning and portfolio consultation and advice services are billed at an hourly rate or a fixed fee may be negotiated.”
  • “Subsequent billings will be applied to this minimum fee received at the rate of $165.00 per hour until depleted, at which time the balance is due and payable upon presentation of the invoice.”
  • “In the event of termination, any remaining amount of the minimum $495.00 fee received to initiate services will be returned (prorated at $165.00 per hour).”

How Inaltis Capital Management, LLC’s fees compare

  • Its hourly rate of $165 is below the Maryland median of $300. 9% of the 156 other Maryland planners that publish an hourly rate charge less.
  • None of the 5 other planners in Chevy Chase that publish an hourly rate charge less.

About Inaltis Capital Management, LLC

“InAltis offers discretionary investment management, portfolio consulting and investment allocation advice, and financial planning services to individuals, pension and profit sharing plans, endowments, estates, foundations, high net worth individuals, trusts and small businesses.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2011 (15 years).

Planning areas mentioned in the brochure

  • Business owners

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
1.5% a year
Minimum
$495 minimum fee (stated in brochure)
Clients
28
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$34,131,853
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
159923
Phone
(301) 246-2587

Other planners in Chevy Chase that publish fees

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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.