WBH Advisory, Inc. fees and pricing
Financial planner in Baltimore, Maryland. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 29, 2026, WBH Advisory, Inc. charges a flat or project fee of $6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $6,000
“The fee for a new financial planning client is $6,000 for an initial financial plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How WBH Advisory, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Disclose whether the fees are negotiable.”
- “If your clients either may or must pay your fees in advance, disclose this fact.”
- “Explain how a client may obtain a refund of a pre-paid fee, if the advisory contract is terminated before the end of the billing period.”
How WBH Advisory, Inc.’s fees compare
- Its flat or project fee of $6,000 is above the Maryland median of $4,335. 74% of the 133 other Maryland planners that publish a flat or project fee charge less.
- 10 of the 12 other planners in Baltimore that publish a flat or project fee charge less.
About WBH Advisory, Inc.
- Firm size: 16 employees.
- Registered as an adviser: 1986 (40 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
- 1.75% a year
- Clients
- 725
- Employees
- 16
- 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, and portfolio management for businesses and institutions
- Assets managed
- $1,737,525,543
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 105289
- Phone
- (410) 653-7979
Can advise clients in 20 states: California, Colorado, District of Columbia, Delaware, Florida, Georgia, Illinois, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia
Other planners in Baltimore that publish fees
- Aerie Capital ManagementBaltimore$250/hr, $1,000-$2,500
- Buttonwood Financial Advisors, Inc.Baltimore$500
- Charles Street Asset Management, Inc.Baltimore$200-$300/hr, $1,000-$10,000
- Docempowered, LLCBaltimore$600/hr, $600-$1,000/mo
- Equatorial Advisors, LLCBaltimore$150-$500
- Foundry Wealth Advisors, LLCBaltimore$250/hr, $2,000-$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.