Chesapeake Financial Advisors

Chesapeake Financial Advisors at a glance

• One of 195 fee-only firms based in Maryland in the Wellspent graph.
• 3 advisors are listed here; 1 of 3 hold the PFS.
• Its Form ADV reports 10 employees and 268 individual clients, 91 of them high net worth.
• Its average account is about $301,000 (assets it manages divided by its 1,030 accounts).

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

Facts

Chesapeake Financial Advisors fees

Chesapeake Financial Advisors 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 (3)

• Craig Pohl

• Thomas Taylor

  PFS

• Tom Taylor

  CPA/PFS

Other fee-only firms in Towson

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

Fee-only advisors in Maryland