The Financial Grove LLC fees and pricing

Published fees

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

Hourly rate

$250/hr

“Our hourly rate is $250.”

Flat or project fee

$1,000⁠-⁠$10,000

“Fixed fee rates range between $1,000 - $10,000.”

Monthly fee

$100⁠-⁠$600/mo

“Monthly fees range between $100 - $600.”

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

How The Financial Grove LLC bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid monthly or quarterly in arrears.”

How The Financial Grove LLC’s fees compare

• Its hourly rate of $250 is below the Maryland median of $300. 24% of the 156 other Maryland planners that publish an hourly rate charge less.
• 1 of the 9 other planners in Baltimore that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Maryland median of $4,335. 67% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 8 of the 12 other planners in Baltimore that publish a flat or project fee charge less.

About The Financial Grove LLC

• Principal: Sylvie Scowcroft
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

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% a year

Clients

12

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$656,823

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328957

Website

financialgrove.com (opens in new tab)

Phone

(917) 624-0499

Can advise clients in 2 states: Massachusetts, Maryland

Other planners in Baltimore that publish fees

• Aerie Capital ManagementBaltimore$250/hr, $1,000⁠-⁠$2,500
• Buttonwood Financial Advisors, Inc.Baltimore$500
• Charles Street Asset Management, Inc.Baltimore$200⁠-⁠$300/hr, $1,000⁠-⁠$10,000
• Docempowered, LLCBaltimore$600/hr, $600⁠-⁠$1,000/mo
• Equatorial Advisors, LLCBaltimore$150⁠-⁠$500
• Foundry Wealth Advisors, LLCBaltimore$250/hr, $2,000⁠-⁠$10,000

Compare all 25 planners in Baltimore