Tender Wealth fees
Financial planner in Silver Spring, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 6, 2026, Tender Wealth (Silver Spring, MD) charges a monthly fee of $208 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 6, 2026. Fees can change.
- Monthly fee
- $208/mo
“Fixed fees are $208 per month, with ongoing engagements ranging between six (6) and twelve (12) months of service.”
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
- CFP® professional (opens in new tab) and CPA
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Tender Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Financial consulting fees are collected via credit card or ACH payment.”
- “Credit card and ACH payments are completed through a third-party payment processor that will capture and process the Client’s account/routing numbers.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning, educational seminars and workshops, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 6, 2026
- CRD number
- 341165 (opens in new tab)
- Phone
- (240) 296-2950
Registered in 2 states: Maryland, Pennsylvania
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
- Rookwood WealthSilver SpringMonthly $250-$750/mo
- Ruda FinancialSilver SpringHourly $250/hr, Flat up to $6,000
- Flexible FinancesSilver SpringHourly $250/hr 2025 brochure
More planners in Maryland that publish fees
- Heritage Investors Management CorpBethesdaHourly up to $500/hr
- Sovereign Financial Services, LLCPhoenixHourly $250/hr, Flat $500-$2,000
- Capital Squared Financial LLCRockvilleHourly $250-$395/hr, Flat $750-$6,000
- Foxgrover Investment PartnersOlneyFlat $2,500-$10,000
- DouglasBradley LLCBel AirHourly $250/hr, Flat $300-$1,000
- Curran & Company Wealth AdvisoryBel AirHourly $400/hr, Flat $3,000-$5,000
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.