Samatva Wealth Management LLC fees and pricing

Financial planner in Clarksburg, Maryland. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 9, 2026, Samatva Wealth Management LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Our maximum fee is $250 per hour. 6 Assets Management:”

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

“Fees & Compensation Fees for all services are negotiable.”
“Fees due will be billed after the service is provided and due to us within thirty (30) days from the invoice submitted date.”
“Our firm’s fees are billed on annual basis.”

Its hourly rate of $250 is below the Maryland median of $300. 24% of the 156 other Maryland planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2015 (11 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 21
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
Assets managed: $825,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 173809
Website: samatva.us (opens in new tab)
Phone: (301) 758-4052

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