Islands East Advisors fees and pricing
Financial planner in Chester, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 6, 2026, Islands East Advisors charges $200 an hour and an annual fee of $1,800-$12,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Our hourly rate is $200.”
- Annual fee
- $1,800-$12,000/yr
“The annual fees range from $1,800 to $12,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Islands East Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The advisory fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Recurring fees are annual fees, paid quarterly in arrears.”
How Islands East Advisors’ fees compare
- Its hourly rate of $200 is below the Maryland median of $300. 13% of the 156 other Maryland planners that publish an hourly rate charge less.
- Its annual fee of $1,800-$12,000 spans the Maryland median of $5,000. 61% of the 28 other Maryland planners that publish an annual fee charge less.
About Islands East Advisors
“We offer financial planning and investment management services for households and nonprofits, and retirement plan consulting or management to businesses.”
- Principal: Kevin Caldwell
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
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
- 0.8% a year
- Clients
- 20
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $3,087,215
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327578
- Phone
- (833) 303-3278
Can advise clients in 2 states: Maryland, Pennsylvania
Other planners in Maryland that publish fees
- 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
- Aaa Advisory LLCWalkersville$300/hr
- Accordant Advisory Group, Inc.Annapolis$500/hr
- Addax Bridge FinancialPotomac$250-$400/hr, $5,000-$6,000
- Adenry Wealth LLCColumbia$300/hr, $300
- Advocate Investing ServicesWoodbine$400/hr, $1,000-$10,000
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.