Terrafort Capital LLC fees
Financial planner in North Bethesda, Maryland. Registered with state securities regulators.
Terrafort Capital LLC (North Bethesda, MD) listed $150-$250 an hour, a flat or project fee of $2,500-$10,000, and an annual fee of $6,000-$12,000 for financial planning in a Form ADV Part 2A brochure dated March 26, 2025, which is more than 18 months old.
- Website: terrafortcapital.com (opens in new tab)
- Call (202) 316-2896
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Old brochure. These fees come from a brochure dated March 2025, more than 18 months before our data. The firm may charge differently now, and the fees don't count toward any median.
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2025. Fees can change.
- Hourly rate
- $150-
$250/hr “The hourly fee can have a range between $150 to $250 per hour, depending on the level of complexity, nature of engagement (limited scope versus deeper dive), and amount of hours/duration of engagement (“one off” versus continuous engagement).”
- Flat or project fee
- $2,500-
$10,000 “Our flat fees generally range from $2,500 to $10,000.”
- Annual fee
- $6,000-
$12,000/yr “Annual Retainer Terrafort Capital will charge a one-time annual retainer ranging from $6,000 to $12,000, payable in arrears, based on the client’s investable assets and degree of complexity.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
From the March 2025 brochure
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2021 (5 years)
How Terrafort Capital LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”
- “Fees are paid annually and quarterly in arrears.”
- “The Total Fee is charged to your account quarterly, in advance.”
About Terrafort Capital LLC
“Terrafort Capital provides investment management and financial planning services to our clients.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, a percentage of assets under management, and performance based fees
- Clients
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $1,141
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 26, 2025
- CRD number
- 316148 (opens in new tab)
- Phone
- (202) 316-2896
Other planners in North Bethesda that publish fees
- Ortman Financial PlanningNorth BethesdaHourly $175-$350/hr, Flat $500-$7,000
More planners in Maryland that publish fees
- Rookwood WealthSilver SpringMonthly $250-$750/mo
- Crest Wealth Advisors LLCAnnapolisFlat $1,500-$5,000, Monthly $200-$600/mo
- Town CapitalBel AirFlat $1,200-$8,000
- Alikos Wealth Management, LLCBethesdaHourly $100-$400/hr, Flat $1,500-$10,000
- Impact Capital, LLCRockvilleHourly $400/hr
- Robert A. Sandler, LLCClarksvilleHourly $150-$300/hr
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.