Research Financial Strategies fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“For hourly fees, the charge will generally not exceed $500 per hour.”

Flat or project fee

$5,000

“If you are charged on a fixed fee basis, the fee will generally not exceed $5,000.”

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

How Research Financial Strategies bills

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

• “All fees are negotiable based upon the complexity of your situation, the services requested and the IAR providing the services.”
• “Fees will be billed directly to you and remainder balances are due upon receipt of a billing statement from RFS.”
• “You will be responsible for the time expended to the date of termination and RFS will provide you with a billing statement detailing the prorated charge or prorated refund due.”

How Research Financial Strategies’ 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.
• 6 of the 8 other planners in Rockville that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Maryland median of $4,335. 53% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 4 of the 8 other planners in Rockville that publish a flat or project fee charge less.

About Research Financial Strategies

• Firm size: 10 employees.
• Registered as an adviser: 2010 (16 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

Clients

511

Employees

10

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$251,638,819

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

153247

Website

rfsadvisors.com (opens in new tab)

Phone

(301) 294-7500

Can advise clients in 22 states: California, Colorado, District of Columbia, Delaware, Florida, Georgia, Illinois, Louisiana, Maryland, North Carolina, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, West Virginia

Other planners in Rockville that publish fees

• Capital Squared Financial LLCRockville$250⁠-⁠$395/hr, $750⁠-⁠$6,000
• CHC Financial Solutions, LLCRockville$2,500⁠-⁠$15,000
• CWM Financial Group, Inc.Rockville$75⁠-⁠$250/hr, $75⁠-⁠$5,000
• Ferguson-Johnson Wealth Management, Inc.Rockville$400/hr
• Foxman Asset Advisors Inc.Rockville$220/hr, $1,500⁠-⁠$10,000
• Fsa Wealth PartnersRockville$5,000/yr

Compare all 21 planners in Rockville