Law & Associates Inc fees and pricing
Financial planner in Glen Echo, Maryland. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 16, 2026, Law & Associates Inc charges a flat or project fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000
“Typically, the minimum initial year’s financial planning fee is $3,000 and is payable by check.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Law & Associates Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the event this Agreement is terminated after delivery of the Comprehensive Financial Plan but before the first anniversary of the Effective Date of the Agreement, the entire flat fee shall have been earned by Law and no refund will be due to the client.”
- “The annual asset-based fee is paid quarterly in advance at the rate of ¼ of the annual rate.”
- “When an account is opened, the asset-based fee is billed for the remainder of the current billing period and is based on the initial contribution.”
How Law & Associates Inc’s fees compare
- Its flat or project fee of $3,000 is below the Maryland median of $4,335. 36% of the 133 other Maryland planners that publish a flat or project fee charge less.
About Law & Associates Inc
“Provided For most of our client relationships, we provide Wealth Management Services, which includes Financial Planning Services, Investment Advisory Services, and Investment Management Services.”
- Firm size: 6 employees.
- Credentials named in the brochure: CFP®.
- Founded: 1980 (46 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- College planning
- Divorce
- 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
- 2.75% a year
- Minimum
- $25,000 in assets (stated in brochure)
- Clients
- 297
- Employees
- 6
- Works with
- Individuals, high net worth individuals, banks, charities, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, educational seminars and workshops, and other services
- Assets managed
- $326,576,439
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 105350
- Phone
- (301) 229-8500
Can advise clients in 14 states: California, Colorado, District of Columbia, Delaware, Florida, Maryland, North Carolina, New Hampshire, New York, Oregon, Pennsylvania, South Carolina, Texas, Virginia
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.