Firm
Aerie Capital Management
Baltimore, Maryland
Fee-only
Aerie Capital Management at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 85 individual clients, 16 of them high net worth.
- Its average account is about $183,000 (assets it manages divided by its 154 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Baltimore, Maryland |
|---|---|
| Website | aeriecapitalmgmt.com |
| Phone | (410) 864-8746 |
Aerie Capital Management 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 | None |
|---|
In the firm's words
"No minimums - We believe everyone deserves the right to talk to and receive help from a professional investment advisor." 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 |
|---|---|
| Assets managed | $28 million |
| Individual clients | 69 |
| High-net-worth clients | 16 |
| Accounts managed | 154 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 126518 |