WD Financial Solutions fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Financial Planning engagements are offered at the rate of $200.00 per hour.”

Flat or project fee

$360⁠-⁠$2,160

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $360-$2,160 and an ongoing fee that is paid monthly, in arrears, at the rate of $100-600 per month.”

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

How WD Financial Solutions bills

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

• “Accounts initiated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How WD Financial Solutions’ fees compare

• Its hourly rate of $200 is below the Maryland median of $300. 13% of the 156 other Maryland planners that publish an hourly rate charge less.
• Its flat or project fee of $360-$2,160 is below the Maryland median of $4,335. 16% of the 133 other Maryland planners that publish a flat or project fee charge less.

About WD Financial Solutions

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Estate planning

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

1.5% a year

Minimum

$25,000 in assets (stated in brochure)

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars and workshops, and other services

Assets managed

$193,326

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

314504

Website

wdfinancialsolutions.com (opens in new tab)

Phone

(202) 505-7526

Other planners in Maryland that publish fees

• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Aaa Advisory LLCWalkersville$300/hr
• Accordant Advisory Group, Inc.Annapolis$500/hr
• Addax Bridge FinancialPotomac$250⁠-⁠$400/hr, $5,000⁠-⁠$6,000
• Adenry Wealth LLCColumbia$300/hr, $300
• Advocate Investing ServicesWoodbine$400/hr, $1,000⁠-⁠$10,000

Compare all 302 planners in Maryland