Blue Curve Advisory

Blue Curve Advisory at a glance

• One of 195 fee-only firms based in Maryland in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 8 employees and 289 individual clients, 68 of them high net worth.
• Its average account is about $212,000 (assets it manages divided by its 590 accounts).

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

Facts

Blue Curve Advisory fees

Blue Curve Advisory 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)

• Jonathan Brooks

  CFP

• Thomas Webbert

  CFP

Other fee-only firms in Towson

• Celestial Wealth Management
• Chesapeake Financial Advisors
• Dyer Financial Advisory
• Lighthouse Wealth Management
• Oliver Wealth Management
• Provision Financial Planning
• Red Oak Financial Group
• Woods Financial Services

Fee-only advisors in Maryland