Steeley Advisory, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$375/hr

“The negotiated hourly fee for these services is between $150 and $375.”

Flat or project fee

$500⁠-⁠$10,000

“The negotiated fixed rate for creating client financial plans is between $500 and $10,000.”

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

How Steeley Advisory, LLC bills

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

• “Clients may terminate the agreement without penalty for a full refund of Steeley's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of Steeley’s fees, within five business days of signing the Financial Planning Agreement.”
• “Thereafter, clients may terminate the Financial Planning Agreement generally upon written notice, without penalty, and for a full refund of Steeley’s unearned fees.”

How Steeley Advisory, LLC’s fees compare

• Its hourly rate of $150-$375 spans the Maryland median of $300. 37% of the 156 other Maryland planners that publish an hourly rate charge less.
• 3 of the 12 other planners in Bethesda that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Maryland median of $4,335. 57% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 2 of the 7 other planners in Bethesda that publish a flat or project fee charge less.

About Steeley Advisory, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 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

22

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$23,232,111

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304870

Website

steeleyadvisory.com (opens in new tab)

Phone

(301) 263-8519

Can advise clients in 2 states: Maryland, Virginia

Other planners in Bethesda that publish fees

• Alikos Wealth Management, LLCBethesda$100⁠-⁠$400/hr, $1,500⁠-⁠$10,000
• Arch Financial Advisors LLCBethesda$1,500⁠-⁠$8,000, $2,000⁠-⁠$20,000/yr
• Beyond Financial Planning, LLCBethesda$500/hr, $6,000⁠-⁠$12,000/yr
• Bontempo Ohly Capital Management, LLCBethesda$375/hr
• Family Office Research, LLCBethesda$250/hr, $5,000⁠-⁠$10,000
• FBB Capital PartnersBethesda$450/hr, $500

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