Ventus Wealth Management fees and pricing
Financial planner in Annapolis, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 25, 2026, Ventus Wealth Management charges $200-$450 an hour, a flat or project fee of $500-$5,000, and an annual fee of $3,000-$6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$450/hr
“Financial Planning, Investment Consulting, and Para-planning engagements are offered at an hourly rate of $200-$450 per hour, depending on complexity and the needs of the client.”
- Flat or project fee
- $500-$5,000
“The fixed fee can range between $500 and $5000, depending on complexity and the needs of the client.”
- Annual fee
- $3,000-$6,000/yr
“The annual fee ranges from $3,000 to $6,000, paid monthly in arrears.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ventus Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our published fees are negotiable; however, our firm does not charge fees above the firm’s advertised fee schedule.”
- “Fees for this service may be paid by electronic funds transfer or credit card.”
- “Thereafter, since fees are paid in arrears, no refund will be needed upon termination of the Client Contract.”
How Ventus Wealth Management’s fees compare
- Its hourly rate of $200-$450 spans the Maryland median of $300. 53% of the 156 other Maryland planners that publish an hourly rate charge less.
- 5 of the 13 other planners in Annapolis that publish an hourly rate charge less.
- Its flat or project fee of $500-$5,000 spans the Maryland median of $4,335. 34% of the 133 other Maryland planners that publish a flat or project fee charge less.
- 4 of the 9 other planners in Annapolis that publish a flat or project fee charge less.
- Its annual fee of $3,000-$6,000 spans the Maryland median of $5,000. 32% of the 28 other Maryland planners that publish an annual fee charge less.
- 2 of the 2 other planners in Annapolis that publish an annual fee charge less.
About Ventus Wealth Management
“Ongoing financial planning will focus on the monitoring and tracking of progress along the financial plan.”
- Principal: Adam Bosma
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College 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
- 5
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $4,070,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 312277
- Phone
- (410) 541-6818
Other planners in Annapolis that publish fees
- 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
- Accordant Advisory Group, Inc.Annapolis$500/hr
- Annapolitan Investment Group, Inc.Annapolis$150/hr, $250
- Atlantic Financial Planning LLCAnnapolis$280/hr
- Chesapeake Financial PlanningAnnapolis$150-$250/hr, $1,000-$2,500/yr
- Clairwell Financial Planning LLCAnnapolis$500/hr, $5,000-$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.