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
- 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
Other planners in Annapolis that publish fees
- 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
- Accordant Advisory Group, Inc.Annapolis$500/hr
- Annapolitan Investment Group, Inc.Annapolis$150/hr, $250
- Atlantic Financial Planning LLCAnnapolis$280/hr
- Chesapeake Financial PlanningAnnapolis$150-$250/hr, $1,000-$2,500/yr
- Clairwell Financial Planning LLCAnnapolis$500/hr, $5,000-$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.