Partnership Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$15,000

“One-time new client financial planning fees range from $1,000 - $15,000 depending on the estimated hours spent including number of meetings with client, and staff level working on various aspects of the planning.”

Quarterly fee

$400⁠-⁠$1,750/qtr

“Ongoing financial planning for clients with less than $1,000,000 of assets with PWM range from $400 - $1,750 per quarter depending on the estimated hours spent including number of meetings with the client, and staff level working on various aspects of the planning.”

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

How Partnership Wealth Management bills

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

• “The client may also opt to have these fees billed directly.”
• “The fee will be based upon the scope and complexity of the project and clients will be billed upon completion of the project.”
• “If the client terminates the Agreement with the Advisor prior to the Advisor's completion of the project, any fees due the Advisor will be invoiced to the client and payable within 5 days of delivery of the invoice.”

How Partnership Wealth Management’s fees compare

• Its flat or project fee of $1,000-$15,000 spans the Maryland median of $4,335. 88% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 4 of the 7 other planners in Towson that publish a flat or project fee charge less.

About Partnership Wealth Management

• Firm size: 3 employees.
• Registered as an adviser: 2021 (5 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

139

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Assets managed

$234,906,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

285718

Website

linkedin.com/in/deborahdoylelum (opens in new tab)

Phone

(410) 732-2633

Can advise clients in 10 states: Arizona, California, District of Columbia, Delaware, Florida, Maryland, New York, Pennsylvania, Texas, Virginia

Other planners in Towson that publish fees

• Chesapeake Financial AdvisorsTowson$5,000/yr
• Dyer Financial AdvisoryTowson$350/hr, $895
• Greenspring Advisors, LLCTowson$150⁠-⁠$750/hr, $2,000⁠-⁠$150,000
• Provision Financial PlanningTowson$325/hr, $1,500⁠-⁠$6,000
• Red Oak Financial GroupTowson$150⁠-⁠$500/hr, $1,500⁠-⁠$15,000
• SFG Wealth ManagementTowson$400/hr, $10,000

Compare all 15 planners in Towson