Verdence Capital Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“Registrant’s planning and consulting fees are negotiable but generally range from $5,000 to $100,000 on a fixed fee basis, and from $250 to $500 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$5,000⁠-⁠$100,000

From the same sentence as above.

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

How Verdence Capital Advisors, LLC bills

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

• “These rates represent annual fees, which are billed quarterly in advance.”
• “The fee is payable quarterly in advance.”
• “If either party terminates the Agreement prior to The Registrant shall refund a pro rata portion of any fees paid in advance but not earned by the Registrant as of the date of termination.”

How Verdence Capital Advisors, LLC’s fees compare

• Its hourly rate of $250-$500 spans the Maryland median of $300. 67% of the 156 other Maryland planners that publish an hourly rate charge less.
• 2 of the 4 other planners in Hunt Valley that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$100,000 is above the Maryland median of $4,335. 99% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 4 of the 4 other planners in Hunt Valley that publish a flat or project fee charge less.

About Verdence Capital Advisors, LLC

• Firm size: 52 employees.
• Registered as an adviser: 2017 (9 years).

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

1.3% a year

Clients

1,798

Employees

52

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services

Assets managed

$4,627,407,651

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

288512

Website

verdence.com (opens in new tab)

Phone

(410) 472-5380

Can advise clients in 30 states: Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Illinois, Indiana, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, North Carolina, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Vermont, West Virginia

Other planners in Hunt Valley that publish fees

• Bay Harbor Wealth Management, LLCHunt Valley$500/hr, $500⁠-⁠$10,000
• Cornerstone AdvisoryHunt Valley$250/hr, $2,500⁠-⁠$10,000
• Financial ConsulateHunt Valley$200/hr, $5,000
• Opulentia, LLCHunt Valley$450/hr, $3,000⁠-⁠$15,000
• Perspective Wealth ManagementHunt Valley$300/qtr

Compare all 7 planners in Hunt Valley