Intervest LTD fees and pricing

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

$400/hr

“Charges are $400.00 per hour and clients are generally billed after the work is performed.”

Annual fee

$4,000/yr

“The minimum annual fee for a comprehensive Financial Plan is $4,000.”

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

How Intervest LTD bills

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

• “It is our practice to quote fees in advance of any contractual agreement so that potential clients know exactly what to expect before they make a commitment.”
• “Clients are generally sent bills for fees due.”
• “The fee is quoted to the client in advance of any contractual agreement.”

How Intervest LTD’s fees compare

• Its hourly rate of $400 is above the Maryland median of $300. 72% of the 156 other Maryland planners that publish an hourly rate charge less.
• 4 of the 5 other planners in Chevy Chase that publish an hourly rate charge less.
• Its annual fee of $4,000 is below the Maryland median of $5,000. 25% of the 28 other Maryland planners that publish an annual fee charge less.
• 1 of the 2 other planners in Chevy Chase that publish an annual fee charge less.

About Intervest LTD

• Firm size: 5 employees.
• Founded: 1982 (44 years).

Planning areas mentioned in the brochure

• Retirement planning
• 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

Minimum

$4,000 minimum fee (stated in brochure)

Clients

175

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$246,950,187

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

104614

Website

intervestltd.com (opens in new tab)

Phone

(301) 951-4455

Can advise clients in 5 states: District of Columbia, Florida, Maryland, Texas, Virginia

Other planners in Chevy Chase that publish fees

• Binnacle Financial Group LLCChevy Chase$400/hr
• Green View Advisors LLCChevy Chase$300/hr, $2,750⁠-⁠$4,000
• Inaltis Capital Management, LLCChevy Chase$165/hr
• Peakstone Financial AdvisorsChevy Chase$1,500/yr
• Personal Financial PartnersChevy Chase$5,000, $5,000/yr
• Tritonpoint Partners, LLCChevy Chase$350/hr, $2,500⁠-⁠$10,000

Compare all 12 planners in Chevy Chase