Reges Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Financial planning fees will not exceed more than $500 per hour for the services to be rendered to the Client.”

Flat or project fee

$1,000⁠-⁠$2,500

“The Advisor also offers stand-alone financial planning services for a fixed engagement fee ranging from $1,000 to $2,500 per engagement.”

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

How Reges Wealth Management LLC bills

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

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid monthly, in advance of each month, pursuant to the terms of the wealth management agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How Reges Wealth Management LLC’s fees compare

• Its hourly rate of $500 is above the Maryland median of $300. 85% of the 156 other Maryland planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Potomac that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$2,500 is below the Maryland median of $4,335. 21% of the 133 other Maryland planners that publish a flat or project fee charge less.

About Reges Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

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% a year

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

343152

Website

regeswealthmanagement.com (opens in new tab)

Phone

(240) 338-2563

Other planners in Potomac that publish fees

• Addax Bridge FinancialPotomac$250⁠-⁠$400/hr, $5,000⁠-⁠$6,000
• Meritis Wealth Management, Inc.Potomac$500/hr
• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Aaa Advisory LLCWalkersville$300/hr
• Accordant Advisory Group, Inc.Annapolis$500/hr
• Adenry Wealth LLCColumbia$300/hr, $300

Compare all 5 planners in Potomac