Lenz Integrity Financial fees
Financial planner in Glyndon, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated December 1, 2025, Lenz Integrity Financial (Glyndon, MD) charges $250 an hour and a flat or project fee of $10,000-$35,000 for financial planning.
- Website: lenzintegrityfinancial.com (opens in new tab)
- Call (410) 491-4695
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed December 1, 2025. Fees can change.
- Hourly rate
- $250/hr
Below the Maryland median of $300; 20% of the 75 other planners in Maryland that publish an hourly rate charge less.
“We charge an hourly fee of $250 and a fixed fee for financial planning services, which generally ranges between $10,000 - $35,000.”
- Flat or project fee
- $10,000-
$35,000 Above the Maryland median of $4,600; 95% of the 56 other planners in Maryland that publish a flat or project fee charge less.
From the same sentence as above.
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2020 (6 years)
How Lenz Integrity Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “If you have pre-paid financial planning fees that we have not yet earned, you will automatically receive a prorated refund of those fees within 10 days.”
- “If financial planning fees are payable in arrears, you will be responsible for a prorated fee based on services performed prior to termination of the financial planning agreement.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 19
- Works with
- Individuals and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $4.5 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of December 1, 2025
- CRD number
- 308335 (opens in new tab)
- Phone
- (410) 491-4695
More planners in Maryland that publish fees
- Calabash Asset Management, LLCNorth PotomacHourly up to $250/hr, Flat up to $25,000
- Anchor Wealth Advisors, LLCCockeysvilleHourly up to $495/hr
- Sherman Wealth Management LLCGaithersburgHourly up to $550/hr, Flat $500-$3,000
- DocShah Financial, LLCEllicott CityFlat $3,000-$8,000
- Apprise Wealth Management LLCPhoenixHourly from $350/hr
- Green View Advisors LLCChevy ChaseHourly $300/hr, Flat $2,750-$4,000
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.