The NLW Capital Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$300⁠-⁠$500

“NLW Capital charges an hourly rate ranging from $300 to $500 for financial planning services.”

Quarterly fee

$1,250⁠-⁠$1,875/qtr

“The fee is $1,250 per quarter ($5,000 annually) for individuals and $1,875 per quarter ($7,500 annually) for couples.”

Annual fee

$5,000⁠-⁠$7,500/yr

From the same sentence as above.

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

How The NLW Capital Group LLC bills

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

• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Where a client prefers that the firm calculate its fees, the firm will send the client invoices detailing the fees due, the method used to calculate the fee, and the period covered by the fee.”
• “Moreover, our firm will instruct Charles Schwab to send each client an invoice each time a fee is charged.”

How The NLW Capital Group LLC’s fees compare

• Its flat or project fee of $300-$500 is below the Maryland median of $4,335. 5% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 1 of the 12 other planners in Baltimore that publish a flat or project fee charge less.
• Its annual fee of $5,000-$7,500 is above the Maryland median of $5,000. 57% of the 28 other Maryland planners that publish an annual fee charge less.

About The NLW Capital Group LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 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

Highest asset based fee in brochure

3% a year

Clients

13

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services

Assets managed

$15,099,900

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

313391

Website

nlwcapitalgroup.com (opens in new tab)

Phone

(410) 507-9161

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