Severn Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$200/hr

“Service Advisory Fee Payable Personal Financial Profile Fixed Fee $500 – $750 Payable upon execution of the advisory agreement upon presentation of an invoice Personal Financial Analysis Fixed Fee $1,000 – $4,000 Payable upon execution of the advisory agreement upon presentation of an invoice Limited Consulting…”

Flat or project fee

$500⁠-⁠$4,000

From the same sentence as above.

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

How Severn Financial Advisors, LLC bills

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

• “Financial planning services fees are payable upon the signing of our Financial Planning Agreement.”
• “Fees are negotiable and will depend on several factors including time spent with us, number of meetings, complexity of your situation, amount of research, services requested, and staff resources.”

How Severn Financial Advisors, LLC’s fees compare

• Its hourly rate of $100-$200 is below the Maryland median of $300. 2% of the 156 other Maryland planners that publish an hourly rate charge less.
• None of the 13 other planners in Annapolis that publish an hourly rate charge less.
• Its flat or project fee of $500-$4,000 is below the Maryland median of $4,335. 28% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 3 of the 9 other planners in Annapolis that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Severn Financial Advisors, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 1995 (31 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

2

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

121625

Website

severnfa.com (opens in new tab)

Phone

(410) 266-7100

Other planners in Annapolis that publish fees

• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Accordant Advisory Group, Inc.Annapolis$500/hr
• Annapolitan Investment Group, Inc.Annapolis$150/hr, $250
• Atlantic Financial Planning LLCAnnapolis$280/hr
• Chesapeake Financial PlanningAnnapolis$150⁠-⁠$250/hr, $1,000⁠-⁠$2,500/yr
• Clairwell Financial Planning LLCAnnapolis$500/hr, $5,000⁠-⁠$10,000

Compare all 21 planners in Annapolis