MDRN Capital fees and pricing

Financial planner in Annapolis, Maryland. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 11, 2026, MDRN Capital charges a flat or project fee of $500⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$500⁠-⁠$10,000
“MDRN Capital offers financial planning services for a fixed engagement fee ranging from $500 to $10,000 per engagement.”

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

How MDRN Capital bills

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

  • “Fees for Advisory Services Wealth Management Services Wealth management fees are paid monthly in arrears pursuant to the terms of the wealth management agreement.”
  • “Fees may be negotiable at the sole discretion of the Advisor.”
  • “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How MDRN Capital’s fees compare

  • 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.
  • 7 of the 9 other planners in Annapolis that publish a flat or project fee charge less.

About MDRN Capital

  • Firm size: 36 employees.
  • Founded: 2023 (3 years).

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.5% a year
Clients
569
Employees
36
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed
$338,630,429
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
325950
Website
go.aaroncirksena.com/thank-you-mdrn-capital1725816759223 (opens in new tab)
Phone
(410) 533-9966

Can advise clients in 34 states: Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Iowa, Illinois, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia

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