Firm
Calabash Asset Management
North Potomac Md, Maryland
Fee-only
Calabash Asset Management at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 16 individual clients.
- Its average account is about $10,000 (assets it manages divided by its 17 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | North Potomac Md, Maryland |
|---|---|
| Website | calabashasset.com |
| Phone | (888) 622-2462 |
Calabash Asset Management fees
Calabash Asset Management 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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 16 |
| Accounts managed | 17 |
| Employees | 2 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-117883) |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 287793 |
Advisors at this firm (1)
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