Ivy League Financial Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$750/hr

“Registrant’s planning and consulting fees are negotiable, but generally range from $5,000 to $50,000 on a fixed fee basis, and from $250 to $750 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s). 11 FINANCIAL PLANNING…”

Flat or project fee

$5,000⁠-⁠$50,000

From the same sentence as above.

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

How Ivy League Financial Advisors LLC bills

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

• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
• “The Registrant shall deduct fees and/or bill clients quarterly in advance, based upon the market value of the assets, including accrued interest, on the last business day of the previous quarter.”
• “Registrant’s annual investment advisory fee shall be prorated and paid quarterly, in advance, based upon the market value of the assets on the last business day of the previous quarter.”

How Ivy League Financial Advisors LLC’s fees compare

• Its hourly rate of $250-$750 spans the Maryland median of $300. 85% of the 156 other Maryland planners that publish an hourly rate charge less.
• 6 of the 8 other planners in Rockville that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$50,000 is above the Maryland median of $4,335. 98% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 8 of the 8 other planners in Rockville that publish a flat or project fee charge less.

About Ivy League Financial Advisors LLC

• Firm size: 4 employees.
• Registered as an adviser: 2006 (20 years).

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

1.25% a year

Clients

102

Employees

4

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, educational seminars and workshops, and other services

Assets managed

$188,667,656

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

119145

Website

ivyfa.com (opens in new tab)

Phone

(301) 258-1300

Can advise clients in 4 states: California, District of Columbia, Maryland, Virginia

Other planners in Rockville that publish fees

• Capital Squared Financial LLCRockville$250⁠-⁠$395/hr, $750⁠-⁠$6,000
• CHC Financial Solutions, LLCRockville$2,500⁠-⁠$15,000
• CWM Financial Group, Inc.Rockville$75⁠-⁠$250/hr, $75⁠-⁠$5,000
• Ferguson-Johnson Wealth Management, Inc.Rockville$400/hr
• Foxman Asset Advisors Inc.Rockville$220/hr, $1,500⁠-⁠$10,000
• Fsa Wealth PartnersRockville$5,000/yr

Compare all 21 planners in Rockville