Wealthcare fees and pricing

Financial planner in Cabin John, Maryland. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 25, 2026, Wealthcare charges $200 an hour and a monthly fee of $200 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “For Hourly Service, Wealthcare charges $200.00 per hour with annual escalation based upon the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W).”
Monthly fee: $200/mo; “Wealthcare may require a minimum fee of $200.00 per month with annual escalation based upon the CPI-W.”

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

“Wealthcare charges monthly fees in arrears for investment management and financial planning services.”
“Investment management fees for assets under management (AUM) are withdrawn from investment accounts whereas investment management fees for assets under advisement (AUA) and financial planning are paid via electronic check or credit card.”
“Fees are due after service is provided and are billed automatically.”

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.

“Service Wealthcare also provides financial planning services in support of investment management services.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2015 (11 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Minimum: $200 minimum fee (stated in brochure)
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 281771
Website: wealthcarefp.com (opens in new tab)
Phone: (202) 810-1865

Is something on this page wrong or out of date?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.