Tilghman Wealth Management, LLC fees and pricing
Financial planner in Arnold, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Tilghman Wealth Management, LLC charges $185 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $185/hr
“Our current hourly rate is $185, which may be subject to negotiation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tilghman Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are billed every three months (quarterly), based on the value of your account on the first day of each quarter.”
- “Upon termination, fees paid in advance will be prorated and any unearned portion will be returned to the client.”
- “The refund will be calculated based on the number of days remaining in the billing period after the date of termination.”
How Tilghman Wealth Management, LLC’s fees compare
- Its hourly rate of $185 is below the Maryland median of $300. 12% of the 156 other Maryland planners that publish an hourly rate charge less.
About Tilghman Wealth Management, LLC
“Throughout this document, Tilghman Wealth Management may be referred to by its full name, as "TWM," or as "the Company." Tilghman Wealth Management provides personalized financial planning and investment management services to individuals, families, related entities, trusts and estates, and family-owned businesses.”
- Principal: Bill Tilghman
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Business owners
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.4% a year
- Minimum
- $500,000 in assets (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337574
- Phone
- (410) 570-5895
Other planners in Maryland that publish fees
- 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
- Aaa Advisory LLCWalkersville$300/hr
- Accordant Advisory Group, Inc.Annapolis$500/hr
- Addax Bridge FinancialPotomac$250-$400/hr, $5,000-$6,000
- Adenry Wealth LLCColumbia$300/hr, $300
- Advocate Investing ServicesWoodbine$400/hr, $1,000-$10,000
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.