Own Your Monday Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The flat fee is based on an estimated 30 hours of Wealth Management Services annually at an hourly rate of $500.”

Quarterly fee

$3,750/qtr

“($15,000 ÷ 4) = $3,750 per quarter.”

Annual fee

$15,000/yr

“Wealth Management Services OYMWM charges an annual flat fee of $15,000, paid quarterly in advance.”

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

How Own Your Monday Wealth Management, LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Clients may also pay by electronic funds transfer (EFT) or check.”
• “Terminations and Refunds For Wealth Management Services, the Advisory Contract may be terminated with written notice 15 calendar days in advance.”

How Own Your Monday Wealth Management, LLC’s fees compare

• Its hourly rate of $500 is above the Maryland median of $300. 85% of the 156 other Maryland planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Gaithersburg that publish an hourly rate charge less.
• Its annual fee of $15,000 is above the Maryland median of $5,000. 93% of the 28 other Maryland planners that publish an annual fee charge less.

About Own Your Monday Wealth Management, LLC

• Principal: Justin Bacon
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

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

3% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

344150

Phone

(301) 836-1224

Other planners in Gaithersburg that publish fees

• Cornerstone Financial Planning, Inc.Gaithersburg$100/hr, $300
• Planvest Financial, Inc.Gaithersburg$2,500⁠-⁠$5,000
• Regatta Financial LLCGaithersburg$400/hr, $5,000⁠-⁠$10,000
• Sherman Wealth Management LLCGaithersburg$550/hr, $500⁠-⁠$3,000

Compare all 7 planners in Gaithersburg