Accordant Advisory Group

Accordant Advisory Group at a glance

• One of 195 fee-only firms based in Maryland in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFP.
• Its Form ADV reports 3 employees and 182 individual clients, 74 of them high net worth.
• Its average account is about $590,000 (assets it manages divided by its 471 accounts).

Fee-only advisors in Maryland · What fee-only advisors charge in Maryland

Facts

Accordant Advisory Group fees

Accordant Advisory Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (2)

• David McKee

  CFP

• Samuel McKee

Other fee-only firms in Annapolis

• Champion Financial Planning Group
• Crest Wealth Advisors LLC
• Curio Wealth, LLC
• Dauntless Advisory
• Foundation Wealth & Tax Advisors, LLC
• HF Advisory Group
• RCS Financial Planning
• TAM Financial Advisors

Fee-only advisors in Maryland