Veridian Capital Partners fees and pricing
Financial planner in Frederick, Maryland. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 19, 2026, Veridian Capital Partners charges $400 an hour and a flat or project fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“The maximum hourly fee to be charged will not exceed $400.”
- Flat or project fee
- $500-$10,000
“Flat fees range from $500 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Veridian Capital Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Upon notice of termination pro-rata advisory fees for services rendered to the point of termination will be charged.”
- “If advisory fees cannot be deducted, our firm will send an invoice for due advisory fees to the client.”
- “Clients will receive a pro-rata refund of unearned fees based on the time and effort expended by our firm.”
How Veridian Capital Partners’ fees compare
- Its hourly rate of $400 is above the Maryland median of $300. 72% of the 156 other Maryland planners that publish an hourly rate charge less.
- 2 of the 4 other planners in Frederick that publish an hourly rate charge less.
- Its flat or project fee of $500-$10,000 spans the Maryland median of $4,335. 57% of the 133 other Maryland planners that publish a flat or project fee charge less.
- 2 of the 4 other planners in Frederick that publish a flat or project fee charge less.
About Veridian Capital Partners
- Firm size: 7 employees.
- Registered as an adviser: 2021 (5 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% a year
- Clients
- 816
- Employees
- 7
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $551,065,850
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 314290
- Phone
- (301) 228-9300
Can advise clients in 14 states: Colorado, Delaware, Florida, Maryland, North Carolina, Nebraska, New Hampshire, New York, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia
Other planners in Frederick that publish fees
- Bestgate Wealth Advisors, LLCFrederick$6,000
- Cadence Planning, LLCFrederick$1,750
- Catharine Fairley Planning Group LLCFrederick$275-$300/hr
- Moore WealthFrederick$500/hr
- Northpeak Financial, Inc.Frederick$125/hr, $500-$3,000
- Turning Point FinancialFrederick$350-$3,000/hr, $500-$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.