Mcclelland Wesley Wealth Management fees and pricing

Financial planner in Parkton, Maryland. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 16, 2026, Mcclelland Wesley Wealth Management charges $125 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Clients may terminate the agreement without penalty, for full refund of MWWM’s fees, within five business days of signing the Investment Advisory Contract.”
“The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”
“The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

Its hourly rate of $125 is below the Maryland median of $300. 1% of the 156 other Maryland planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2014 (12 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 56
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed: $14,629,532
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 170054
Phone: (443) 886-4058

Is something on this page wrong or out of date?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.