SFG Wealth Management fees and pricing
Financial planner in Towson, Maryland. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, SFG Wealth Management charges $400 an hour and a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“The maximum hourly fee to be charged will not exceed $400.”
- Flat or project fee
- $10,000
“Flat fees will not exceed $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How SFG Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
- “If accounts are opened during the quarter, the pro-rata advisory fees will be deducted during the next regularly scheduled billing cycle.”
- “Unless indicated otherwise in writing, our firm bills on cash.”
How SFG Wealth Management’s fees compare
- Its hourly rate of $400 is above the Maryland median of $300. 72% of the 156 other Maryland planners that publish an hourly rate charge less.
- 4 of the 5 other planners in Towson that publish an hourly rate charge less.
- Its flat or project fee of $10,000 is above the Maryland median of $4,335. 92% of the 133 other Maryland planners that publish a flat or project fee charge less.
- 6 of the 7 other planners in Towson that publish a flat or project fee charge less.
About SFG Wealth Management
“Our firm provides a variety of standalone financial planning and consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives.”
- Firm size: 19 employees.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 1,173
- Employees
- 19
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $760,214,689
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 285785
- Phone
- (410) 825-3200
Can advise clients in 17 states: Arizona, California, Colorado, District of Columbia, Delaware, Florida, Georgia, Maryland, North Carolina, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia
Other planners in Towson that publish fees
- Chesapeake Financial AdvisorsTowson$5,000/yr
- Dyer Financial AdvisoryTowson$350/hr, $895
- Greenspring Advisors, LLCTowson$150-$750/hr, $2,000-$150,000
- Partnership Wealth ManagementTowson$1,000-$15,000, $400-$1,750/qtr
- Provision Financial PlanningTowson$325/hr, $1,500-$6,000
- Red Oak Financial GroupTowson$150-$500/hr, $1,500-$15,000
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.