Laser Wealth Management, LC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on a negotiable hourly rate of $250 per hour.”

Flat or project fee

$500⁠-⁠$10,000

“- 8Laser Wealth Management, LC FIXED FEES Financial Planning Services are offered based on a negotiable flat fee ranging between $500 and $10,000 based on the complexity of the plan and the client’s needs.”

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

How Laser Wealth Management, LC bills

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

• “The fee will be disclosed to the client in the Investment Advisory Agreement and is negotiable based on the amount of assets and the Model Portfolio chosen.”
• “The fees will be charged quarterly in advance and are based on the amount of assets under management as of the last day of the previous quarter.”
• “In the event the client terminated the agreement within the quarter, the client is entitled to retain a pro-rata refund based on the number of days the client is not invested during the current quarter.”

How Laser Wealth Management, LC’s fees compare

• Its hourly rate of $250 is below the Maryland median of $300. 24% of the 156 other Maryland planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Maryland median of $4,335. 57% of the 133 other Maryland planners that publish a flat or project fee charge less.

About Laser Wealth Management, LC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: ChFC®.
• Registered as an adviser: 2015 (11 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% a year

Employees

1

Services reported to regulators

Financial planning, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

188516

Website

laserwm.com (opens in new tab)

Phone

(301) 949-4449

Can advise clients in 3 states: District of Columbia, Maryland, Virginia

Other planners in Kensington that publish fees

• Stratus Capital Management, LLCKensington$300/hr
• 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

Compare all 302 planners in Maryland