Wright Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 24, 2021. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275/hr

“Hourly engagements are billed at a rate of $275 per hour.”

Flat or project fee

$1,000⁠-⁠$5,000

“Fixed engagement fees typically range from $1,000 to $5,000.”

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

How Wright Wealth Management LLC bills

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

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
• “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees are negotiable and are based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How Wright Wealth Management LLC’s fees compare

• Its hourly rate of $275 is below the Maryland median of $300. 37% of the 156 other Maryland planners that publish an hourly rate charge less.
• 1 of the 5 other planners in Chevy Chase that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the Maryland median of $4,335. 36% of the 133 other Maryland planners that publish a flat or project fee charge less.
• None of the 3 other planners in Chevy Chase that publish a flat or project fee charge less.

About Wright Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

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

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

312237

Phone

(301) 461-8318

Other planners in Chevy Chase that publish fees

• Binnacle Financial Group LLCChevy Chase$400/hr
• Green View Advisors LLCChevy Chase$300/hr, $2,750⁠-⁠$4,000
• Inaltis Capital Management, LLCChevy Chase$165/hr
• Intervest LTDChevy Chase$400/hr, $4,000/yr
• Peakstone Financial AdvisorsChevy Chase$1,500/yr
• Personal Financial PartnersChevy Chase$5,000, $5,000/yr

Compare all 12 planners in Chevy Chase