Firm
1 North Wealth Services
Annapolis, Maryland
Fee-only
1 North Wealth Services at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 6 advisors are listed here; 1 of 6 hold the CFP.
- Its Form ADV reports 5 employees and 217 individual clients, 81 of them high net worth.
- Its average account is about $484,000 (assets it manages divided by its 662 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Annapolis, Maryland |
|---|---|
| Website | 1northwealthservices.com |
| Phone | (410) 975-0099 |
1 North Wealth Services fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $500,000 |
|---|---|
| How it charges | Hourly · Ongoing planning fee |
In the firm's words
"Our asset minimum is $500,000" source
"Services Financial Planning Hourly Investment Management Ongoing" source
"Services Financial Planning Hourly Investment Management Ongoing" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $320 million |
| Individual clients | 136 |
| High-net-worth clients | 81 |
| Accounts managed | 662 |
| Employees | 5 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-60941) |
| Financial planning | Offered |
| Form ADV filed | September 24, 2026 |
| SEC record | CRD 115948 |