My Wealth Management, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 29, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The maximum hourly fee to be charged will not exceed $300.”

Flat or project fee

$750⁠-⁠$10,000

“Our flat fees range from $750 to $10,000.”

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

How My Wealth Management, Inc bills

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

• “Annualized fees are billed on a pro-rata basis monthly in arrears based on the value of the account(s) on the last day of the month.”
• “Fees are negotiable and will be deducted from client account(s).”
• “Unless otherwise noted in writing, our firm bills on cash.”

How My Wealth Management, Inc’s fees compare

• Its hourly rate of $300 matches the Maryland median of $300. 42% of the 156 other Maryland planners that publish an hourly rate charge less.
• Its flat or project fee of $750-$10,000 spans the Maryland median of $4,335. 66% of the 133 other Maryland planners that publish a flat or project fee charge less.

About My Wealth Management, Inc

• Firm size: 2 employees.
• Registered as an adviser: 2013 (13 years).

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

1.25% a year

Clients

114

Employees

2

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$156,182,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

168566

Website

facebook.com/mywealthmgmt (opens in new tab)

Phone

(301) 330-7900

Can advise clients in 6 states: Florida, Maryland, Pennsylvania, South Carolina, Texas, Virginia

Other planners in Maryland that publish fees

• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Aaa Advisory LLCWalkersville$300/hr
• Accordant Advisory Group, Inc.Annapolis$500/hr
• Addax Bridge FinancialPotomac$250⁠-⁠$400/hr, $5,000⁠-⁠$6,000
• Adenry Wealth LLCColumbia$300/hr, $300
• Advocate Investing ServicesWoodbine$400/hr, $1,000⁠-⁠$10,000

Compare all 302 planners in Maryland