Wealthwyzr, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Our hourly rate is $500.”

Flat or project fee

$6,000⁠-⁠$12,000

“We charge a recurring annual fee of $6,000 - $12,000 for Ongoing Financial Planning.”

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

How Wealthwyzr, LLC bills

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

• “Fees are paid monthly or quarterly in advance, and will be agreed upon in your Advisory Contract.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Should the event require travel arrangements, both parties must agree to the terms of travel (i.e., cost, distance, hotel arrangements) at the start of the engagement. 8 Fee Payment Fees are paid by electronic funds transfer (EFT) or check.”

How Wealthwyzr, LLC’s fees compare

• Its hourly rate of $500 is above the Maryland median of $300. 85% of the 156 other Maryland planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Ellicott City that publish an hourly rate charge less.
• Its flat or project fee of $6,000-$12,000 is above the Maryland median of $4,335. 90% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Ellicott City that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Wealthwyzr, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329767

Website

wealthwyzr.com (opens in new tab)

Phone

(240) 515-8469

Other planners in Ellicott City that publish fees

• Docshah Financial, LLCEllicott City$3,000⁠-⁠$8,000
• Hwa Financial GroupEllicott City$150⁠-⁠$250/hr
• Lee Financial Associates, Inc.Ellicott City$300/hr, $500⁠-⁠$1,500
• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Aaa Advisory LLCWalkersville$300/hr
• Accordant Advisory Group, Inc.Annapolis$500/hr

Compare all 6 planners in Ellicott City