PlannerFees

Wealthy & Wise Family Office fees and pricing

Financial planner in Columbia, Maryland. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Wealthy & Wise Family Office charges $50⁠-⁠$300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$50⁠-⁠$300/hr
“Educational Seminars and Workshops Educational seminar/workshop attendees and/or organizers of the event may be assessed a per-session or hourly fee ranging from $50-500 a session or $50-$300 an hour.”

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

How Wealthy & Wise Family Office bills

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

  • “Clients will be billed in arrears each calendar quarter.”
  • “Management fees shall be prorated for each capital contribution and withdrawal made during the applicable calendar quarter (with the exception of de minimis contributions and withdrawals).”
  • “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”

How Wealthy & Wise Family Office’s fees compare

  • Its hourly rate of $50-$300 is below the Maryland median of $300. 10% of the 156 other Maryland planners that publish an hourly rate charge less.
  • None of the 5 other planners in Columbia that publish an hourly rate charge less.

About Wealthy & Wise Family Office

“Wealthy & Wise Family Office is an independent, fee-only wealth management firm dedicated to helping small business owners and professionals to build a sustainable financial future.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 6 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • Business owners

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
0.95% a year
Clients
188
Employees
6
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops
Assets managed
$63,100,000
Registered with
State securities regulators
Disciplinary disclosures
Yes. Read them on the SEC site (opens in new tab)
SEC CRD number
120278
Website
wealthyandwisefamilyoffice.com (opens in new tab)
Phone
(410) 469-9532

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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.