Ygc Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$375/hr

“For our Limited Financial Planning Services, we typically charge a fee of $375 per hour.”

Annual fee

$7,500/yr

“The fee varies based on the needs of each client and the complexity of their financial plan, but the minimum annual fee is $7,500 for individuals and $10,500 for couples.”

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

How Ygc Wealth bills

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

• “Fees could be negotiable based on various factors, such as the complexity of the client’s financial situation or total assets under management.”
• “The fee for our Comprehensive Financial Planning Services is an annual fee paid quarterly in advance upon receipt of an invoice issued to the client.”
• “Fees could be negotiable in some circumstances, and each client’s fee will be specified in the advisory agreement between the client and YGC.”

How Ygc Wealth’s fees compare

• Its hourly rate of $375 is above the Maryland median of $300. 67% of the 156 other Maryland planners that publish an hourly rate charge less.
• Its annual fee of $7,500 is above the Maryland median of $5,000. 64% of the 28 other Maryland planners that publish an annual fee charge less.

About Ygc Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting

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

0.9% a year

Minimum

$7,500 minimum fee (stated in brochure)

Clients

37

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$15,062,769

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330812

Website

ygcwealth.com (opens in new tab)

Phone

(240) 406-9181

Can advise clients in 3 states: Maryland, New York, 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