Total Return Capital fees and pricing

Financial planner in Linthicum Heights, Maryland. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 9, 2026, Total Return Capital charges $150⁠-⁠$300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$300/hr; “Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $150 and $300.”

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

“Fees are paid quarterly in advance, and clients may terminate their contracts with thirty days’ written notice and in such case, a pro rata refund will be given.”
“Fees that are charged in advance will be refunded based on the prorated amount of work completed at the point of termination.”
“The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

Its hourly rate of $150-$300 is below the Maryland median of $300. 21% of the 156 other Maryland planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2018 (8 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 14
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $9,650,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 291998
Phone: (410) 949-7673

Is something on this page wrong or out of date?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.