Town Capital fees and pricing
Financial planner in Bel Air, Maryland. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 28, 2026, Town Capital charges a flat or project fee of $1,200-$8,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,200-$8,000
“Financial plans typically cost between $1200 to $8000 but can be any price depending on complexity.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Town Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This fee is negotiable and may be discounted to any rate as determined by Town Capital.”
- “The fee for held away accounts may be billed to a client’s taxable account or directly to the client.”
- “Clients will be billed in arrears each calendar month.”
How Town Capital’s fees compare
- Its flat or project fee of $1,200-$8,000 spans the Maryland median of $4,335. 51% of the 133 other Maryland planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Bel Air that publish a flat or project fee charge less.
About Town Capital
“Town Capital LLC (“Town Capital”) is an independent, fee-only wealth management firm dedicated to helping professionals and business owners achieve their financial goals. We offer Financial Planning Services to clients that desire a more comprehensive view of their financials.”
- Firm size: 2 employees.
- Founded: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 156
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $168,804,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299341
- Phone
- (410) 864-0209
Can advise clients in 4 states: Delaware, Maryland, Pennsylvania, Texas
Other planners in Bel Air that publish fees
- Douglasbradley LLCBel Air$250/hr, $300-$1,000
- The Kelly GroupBel Air$1,500-$3,500, $550/qtr
- 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
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.