Woods Advisory Services LLC fees and pricing
Financial planner in Towson, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 2, 2026, Woods Advisory Services LLC charges a flat or project fee of $2,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000-$5,000
“The arrangement is typically provided on a fixed fee basis, ranging from $2,000 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Woods Advisory Services LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable, and the fee range stated is a guide.”
- “The advisory fee is paid quarterly, in advance, and the value used for the fee calculation is the net value as of the last market day of the previous billing period.”
- “While almost all of our clients choose to have their fee debited from their account, we will invoice clients upon request.”
How Woods Advisory Services LLC’s fees compare
- Its flat or project fee of $2,000-$5,000 spans the Maryland median of $4,335. 44% of the 133 other Maryland planners that publish a flat or project fee charge less.
- 2 of the 7 other planners in Towson that publish a flat or project fee charge less.
About Woods Advisory Services LLC
- Firm size: 3 employees.
- Registered as an adviser: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 37
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $27,175,735
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 288727
- Phone
- (410) 821-6625
Other planners in Towson that publish fees
- Chesapeake Financial AdvisorsTowson$5,000/yr
- Dyer Financial AdvisoryTowson$350/hr, $895
- Greenspring Advisors, LLCTowson$150-$750/hr, $2,000-$150,000
- Partnership Wealth ManagementTowson$1,000-$15,000, $400-$1,750/qtr
- Provision Financial PlanningTowson$325/hr, $1,500-$6,000
- Red Oak Financial GroupTowson$150-$500/hr, $1,500-$15,000
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.