Prostatis Financial Advisors Group fees and pricing
Financial planner in Hanover, Maryland. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 30, 2026, Prostatis Financial Advisors Group charges $350 an hour and a flat or project fee of $550-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Clients are billed at the rate of $350 an hour.”
- Flat or project fee
- $550-$10,000
“Clients are billed fixed fees for financial planning services that generally range from $550 to $10,000 based on the range and complexity of the services provided.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Prostatis Financial Advisors Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fixed fees are payable in advance and services are generally completed within 120 days of engagement.”
- “Hourly fees are payable as services are performed and our Firm will regularly invoice clients for fees that are due and payable.”
- “Investment advisory fees of Prostatis are charged based on a percentage of assets under management, billed monthly in arrears and calculated based on the average daily balance of the Account during the current billing period.”
How Prostatis Financial Advisors Group’s fees compare
- Its hourly rate of $350 is above the Maryland median of $300. 57% of the 156 other Maryland planners that publish an hourly rate charge less.
- Its flat or project fee of $550-$10,000 spans the Maryland median of $4,335. 65% of the 133 other Maryland planners that publish a flat or project fee charge less.
About Prostatis Financial Advisors Group
- Firm size: 27 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 1,568
- Employees
- 27
- 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
- $605,444,336
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 132662
- Phone
- (410) 863-1040
Can advise clients in 15 states: Arizona, California, Delaware, Florida, Georgia, Indiana, Louisiana, Maryland, Michigan, North Carolina, New York, Pennsylvania, South Carolina, Texas, Virginia
Other planners in Maryland that publish fees
- 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
- Aaa Advisory LLCWalkersville$300/hr
- Accordant Advisory Group, Inc.Annapolis$500/hr
- Addax Bridge FinancialPotomac$250-$400/hr, $5,000-$6,000
- Adenry Wealth LLCColumbia$300/hr, $300
- Advocate Investing ServicesWoodbine$400/hr, $1,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.