Wise Financial Counsel, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$350/hr

“Our Focus Based Financial Planning fee ranges from $200 to $350 per hour depending on the complexity of the engagement.”

Flat or project fee

$2,500

“Our Strategic Business Planning fee starts at a fixed fee of $2,500 and ranges upward depending on the complexity of the engagement.”

Monthly fee

$150/mo

“Clients will arrange fees through a payment invoicing system. 6 Financial Counseling Services Fee Our Financial Counseling service is billed on a monthly basis ($150/month minimum).”

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

How Wise Financial Counsel, LLC bills

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

• “Clients will arrange to pay the monthly fee in advance through an automatic and recurring payment invoicing system.”
• “The fee for a one hour consultation will be paid in advance at the execution of the agreement.”
• “Thereafter, a client agreement may be canceled at any time, by either party, for any reason upon receipt of 30 days prior written notice at which time a full refund of any prepaid fees will be promptly refunded.”

How Wise Financial Counsel, LLC’s fees compare

• Its hourly rate of $200-$350 spans the Maryland median of $300. 37% of the 156 other Maryland planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Maryland median of $4,335. 29% of the 133 other Maryland planners 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 Wise Financial Counsel, LLC

• 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

• Retirement planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

11

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, educational seminars and workshops, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

313630

Website

instagram.com/wisefinco (opens in new tab)

Phone

(240) 252-3232

Can advise clients in 2 states: Maryland, Virginia

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