Firm
Calvert Wealth Management
Dunkirk, Maryland
Fee-only
Calvert Wealth 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 4 employees and 360 individual clients, 56 of them high net worth.
- Its average account is about $251,000 (assets it manages divided by its 756 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Dunkirk, Maryland |
|---|---|
| Website | calvertwealth.com |
| Phone | (301) 812-1550 |
Calvert Wealth Management fees
Calvert Wealth 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $190 million |
| Individual clients | 304 |
| High-net-worth clients | 56 |
| Accounts managed | 756 |
| Employees | 4 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-118382) |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 115639 |
Advisors at this firm (1)
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