Preserve Private Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$20,000

“PPW is not receiving any compensation in connection with selecting third party advisers. 4 Financial Planning Fees The negotiated fixed rate for creating client financial plans is between $1,000 and $20,000.”

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

How Preserve Private Wealth, LLC bills

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

• “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of PPW's fees within five business days of signing the Investment Advisory Contract.”
• “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”

How Preserve Private Wealth, LLC’s fees compare

• Its flat or project fee of $1,000-$20,000 spans the Maryland median of $4,335. 93% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 6 of the 7 other planners in Bethesda that publish a flat or project fee charge less.

About Preserve Private Wealth, LLC

• Firm size: 2 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

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

1.25% a year

Clients

40

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$87,964,938

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

324362

Website

preserveprivatewealth.com (opens in new tab)

Phone

(240) 941-3677

Can advise clients in 3 states: District of Columbia, Florida, Maryland

Other planners in Bethesda that publish fees

• Alikos Wealth Management, LLCBethesda$100⁠-⁠$400/hr, $1,500⁠-⁠$10,000
• Arch Financial Advisors LLCBethesda$1,500⁠-⁠$8,000, $2,000⁠-⁠$20,000/yr
• Beyond Financial Planning, LLCBethesda$500/hr, $6,000⁠-⁠$12,000/yr
• Bontempo Ohly Capital Management, LLCBethesda$375/hr
• Family Office Research, LLCBethesda$250/hr, $5,000⁠-⁠$10,000
• FBB Capital PartnersBethesda$450/hr, $500

Compare all 28 planners in Bethesda