Rookwood Wealth fees
Financial planner in Silver Spring, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 13, 2026, Rookwood Wealth (Silver Spring, MD) charges a monthly fee of $250-$750 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change.
- Monthly fee
- $250-
$750/mo “Fees are paid monthly in arrears, ranging from $250 to $750.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFA
- Team size
- Solo practice (one employee)
- Registered since
- 2025
How Rookwood Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
About Rookwood Wealth
- Principal: Scott Vicary
Planning areas mentioned in the brochure
- Estate planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $8.7 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 13, 2026
- CRD number
- 335267 (opens in new tab)
- Phone
- (202) 716-0265
Other planners in Silver Spring that publish fees
- Money PlansSilver SpringHourly $400/hr, Flat $1,500-$4,500
- Planning for ProgressSilver SpringHourly up to $400/hr, Flat $500-$10,000
- Ruda FinancialSilver SpringHourly $250/hr, Flat up to $6,000
- Tender WealthSilver SpringMonthly $208/mo
- Flexible FinancesSilver SpringHourly $250/hr 2025 brochure
More planners in Maryland that publish fees
- WBH Advisory, Inc.BaltimoreFlat $6,000
- StandUP AdvisorsMount AiryMonthly $150-$500/mo
- Oxford Planning Group, LLCWoodstockHourly $450/hr, Flat $4,500-$10,000
- Miller Capital Management, Inc.BethesdaHourly $400/hr
- Catharine Fairley Planning Group LLCFrederickHourly $275-$300/hr
- Preserve Private Wealth, LLCBethesdaFlat $1,000-$20,000
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.