Phoenix Financial Engineering, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$185/hr

“Services are offered based on a negotiable hourly rate of $185 per hour.”

Flat or project fee

$1,500⁠-⁠$2,500

“Services are offered based on a negotiable flat fee ranging between $1,500 and $2,500 based on the complexity of the plan and the client’s needs.”

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

How Phoenix Financial Engineering, LLC bills

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

• “Fees are billed monthly in arrears based on the average monthly portfolio value.”
• “Initial and closing fees for partial months are calculated on a prorated basis.”
• “Client will pay half of the estimated fee at the signing of the agreement with the balance due upon delivery of the completed plan.”

How Phoenix Financial Engineering, LLC’s fees compare

• Its hourly rate of $185 is below the Maryland median of $300. 12% of the 156 other Maryland planners that publish an hourly rate charge less.
• None of the 9 other planners in Baltimore that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$2,500 is below the Maryland median of $4,335. 25% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 5 of the 12 other planners in Baltimore that publish a flat or project fee charge less.

About Phoenix Financial Engineering, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2016 (10 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% a year

Clients

26

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$12,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

284293

Website

phoenixfe.com (opens in new tab)

Phone

(410) 657-5788

Other planners in Baltimore that publish fees

• Aerie Capital ManagementBaltimore$250/hr, $1,000⁠-⁠$2,500
• Buttonwood Financial Advisors, Inc.Baltimore$500
• Charles Street Asset Management, Inc.Baltimore$200⁠-⁠$300/hr, $1,000⁠-⁠$10,000
• Docempowered, LLCBaltimore$600/hr, $600⁠-⁠$1,000/mo
• Equatorial Advisors, LLCBaltimore$150⁠-⁠$500
• Foundry Wealth Advisors, LLCBaltimore$250/hr, $2,000⁠-⁠$10,000

Compare all 25 planners in Baltimore