Aegis Wealth

Aegis Wealth at a glance

• One of 195 fee-only firms based in Maryland in the Wellspent graph.
• 5 advisors are listed here; 3 of 5 hold the CFP.
• Its Form ADV reports 6 employees and 123 individual clients, 102 of them high net worth.
• Its average account is about $1.4 million (assets it manages divided by its 516 accounts).

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

Facts

Aegis Wealth fees

Aegis Wealth 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 (5)

• Andrea McClelland

  CFP

• Eun Kim

  CFP

• Jean Hoff

• Michael Treanor

  CFP

• Viveka Ryn

Other fee-only firms in Bethesda

• Alikos Wealth Management
• Arch Financial Advisors, LLC
• Bontempo Ohly Capital Management
• Councilor
• Divergent Planning
• Edgemoor Investment Advisors
• Entelechy
• Family Office Research

Fee-only advisors in Maryland