Trumbower Financial Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$295⁠-⁠$775/hr

“Hourly rates may range from $295 to $775, depending on the Adviser representative’s level of experience.”

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

How Trumbower Financial Advisors LLC bills

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

• “Clients may choose to pay for services in one of three ways, and all fees are negotiable: 1.”
• “Compensation based on hourly rates is payable after services are rendered.”
• “Retainers are generally billed in accordance with procedures defined by the terms of employer-sponsored financial counseling programs.”

How Trumbower Financial Advisors LLC’s fees compare

• Its hourly rate of $295-$775 spans the Maryland median of $300. 97% of the 156 other Maryland planners that publish an hourly rate charge less.
• 12 of the 12 other planners in Bethesda that publish an hourly rate charge less.

About Trumbower Financial Advisors LLC

• Principal: Victoria M. Trumbower
• Firm size: 11 employees.
• Registered as an adviser: 1996 (30 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• 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

246

Employees

11

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,984,731,510

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

107495

Website

trufinancial.com (opens in new tab)

Phone

(301) 215-8340

Can advise clients in 13 states: Arizona, California, District of Columbia, Florida, Louisiana, Massachusetts, Maryland, New Hampshire, New Jersey, New York, South Carolina, Texas, Virginia

Other planners in Bethesda that publish fees

• Alikos Wealth Management, LLCBethesda$100⁠-⁠$400/hr, $1,500⁠-⁠$10,000
• Arch Financial Advisors LLCBethesda$1,500⁠-⁠$8,000, $2,000⁠-⁠$20,000/yr
• Beyond Financial Planning, LLCBethesda$500/hr, $6,000⁠-⁠$12,000/yr
• Bontempo Ohly Capital Management, LLCBethesda$375/hr
• Family Office Research, LLCBethesda$250/hr, $5,000⁠-⁠$10,000
• FBB Capital PartnersBethesda$450/hr, $500

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