Peakstone Financial Advisors fees and pricing

Published fees

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

Annual fee

$1,500/yr

“(not to exceed $1500 per year) We offer financial planning services which may be comprehensive or limited in scope depending on a client's particular needs.”

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

How Peakstone Financial Advisors’ fees compare

• Its annual fee of $1,500 is below the Maryland median of $5,000. None of the 28 other Maryland planners that publish an annual fee charge less.
• None of the 2 other planners in Chevy Chase that publish an annual fee charge less.

About Peakstone Financial Advisors

• Firm size: 4 employees.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Clients

319

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$255,869,623

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

127635

Website

pfallc.com (opens in new tab)

Phone

(301) 907-9790

Can advise clients in 8 states: California, Colorado, Florida, Maryland, New York, Pennsylvania, Texas, Virginia

Other planners in Chevy Chase that publish fees

• Binnacle Financial Group LLCChevy Chase$400/hr
• Green View Advisors LLCChevy Chase$300/hr, $2,750⁠-⁠$4,000
• Inaltis Capital Management, LLCChevy Chase$165/hr
• Intervest LTDChevy Chase$400/hr, $4,000/yr
• Personal Financial PartnersChevy Chase$5,000, $5,000/yr
• Tritonpoint Partners, LLCChevy Chase$350/hr, $2,500⁠-⁠$10,000

Compare all 12 planners in Chevy Chase