Firm
Apprise Wealth Management LLC
Phoenix, Maryland
Fee-only
Apprise Wealth Management LLC 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 76 individual clients, 50 of them high net worth.
- Its average account is about $345,000 (assets it manages divided by its 305 accounts).
- Its ongoing planning fee starts at $8,000 a year, above the Maryland median of $3,800.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Phoenix, Maryland |
|---|---|
| Website | apprisewealth.com |
| [email protected] | |
| Phone | (443) 690-5240 |
Apprise Wealth Management LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $8,000 a year |
|---|---|
| Asset-based fee | 1.25% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee |
In the firm's words
"Our minimum flat fee is $8,000." source
"$250,000 to $500,000 1.25%" source
"Have investable assets of more than $500,000" source
"Our minimum flat fee is $8,000." 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 | $105 million |
| Individual clients | 26 |
| High-net-worth clients | 50 |
| Accounts managed | 305 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | April 20, 2026 |
| SEC record | CRD 288709 |
Advisors at this firm (1)
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