MV Capital Management, Inc. fees and pricing
Financial planner in Bethesda, Maryland. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, MV Capital Management, Inc. charges $175-$450 an hour and a flat or project fee of $1,000-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175-$450/hr
“MVCM’s planning and consulting fees are negotiable, but generally range from $1,000 to $20,000 on a fixed fee basis, and from $175 to $450 on an hourly rate basis, depending upon the level and scope of the services required and the professionals rendering the services.”
- Flat or project fee
- $1,000-$20,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How MV Capital Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the limited event that MVCM bills the client directly, payment is due upon receipt of MVCM’s invoice.”
- “Upon termination, MVCM shall refund the pro-rated portion of the advanced advisory fee paid based upon the number of days remaining in the billing quarter.”
How MV Capital Management, Inc.’s fees compare
- Its hourly rate of $175-$450 spans the Maryland median of $300. 51% of the 156 other Maryland planners that publish an hourly rate charge less.
- 4 of the 12 other planners in Bethesda that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$20,000 spans the Maryland median of $4,335. 93% of the 133 other Maryland planners that publish a flat or project fee charge less.
- 6 of the 7 other planners in Bethesda that publish a flat or project fee charge less.
About MV Capital Management, Inc.
- Principal: Masood Vojdani
- Firm size: 8 employees.
- Registered as an adviser: 2006 (20 years).
Planning areas mentioned in the brochure
- Estate planning
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
- 1.5% a year
- Minimum
- $1,000,000 in assets (stated in brochure)
- Clients
- 444
- Employees
- 8
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $1,439,595,799
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 139034
- Phone
- (301) 656-6545
Can advise clients in 14 states: California, District of Columbia, Delaware, Florida, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, New York, Ohio, South Carolina, Texas, Virginia
Other planners in Bethesda that publish fees
- Alikos Wealth Management, LLCBethesda$100-$400/hr, $1,500-$10,000
- Arch Financial Advisors LLCBethesda$1,500-$8,000, $2,000-$20,000/yr
- Beyond Financial Planning, LLCBethesda$500/hr, $6,000-$12,000/yr
- Bontempo Ohly Capital Management, LLCBethesda$375/hr
- Family Office Research, LLCBethesda$250/hr, $5,000-$10,000
- FBB Capital PartnersBethesda$450/hr, $500
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.