Firm
AAA Advisory
Walkersville, Maryland
Fee-only
AAA Advisory at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 12 individual clients.
- Its hourly rate of $300 is in line with the Maryland median of $300.
- Its website says it's taking new clients.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Walkersville, Maryland |
|---|---|
| Website | aaaadvisory.com |
| Phone | (301) 301-5035 |
AAA Advisory 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.
| One-time plan | From $600 |
|---|---|
| Hourly | $300 an hour |
| How it charges | Hourly · Flat fee · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Services are billed at $300 per hour and invoiced quarterly based on time used." source
"Tax services start at a fixed fee of $600 ." source
"Every new client begins with an initial planning project." source
"Through an annual Ongoing Financial Advice Agreement, you have access to continued guidance and support" 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 | Hourly |
|---|---|
| Individual clients | 12 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | September 25, 2026 |
| SEC record | CRD 336585 |
Advisors at this firm (1)
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