Firm
D.F. Dent and Company
Baltimore, Maryland
Fee-only
D.F. Dent and Company at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 7 advisors are listed here; 4 of 7 hold the CFA.
- Its Form ADV reports 31 employees and 1,011 individual clients, 903 of them high net worth.
- Its average account is about $6.7 million (assets it manages divided by its 1,171 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Baltimore, Maryland |
|---|---|
| Website | dfdent.com |
| Phone | (410) 837-2544 |
D.F. Dent and Company fees
D.F. Dent and Company 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 |
|---|---|
| Assets managed | $7.9 billion |
| Individual clients | 108 |
| High-net-worth clients | 903 |
| Accounts managed | 1,171 |
| Employees | 31 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-11364) |
| Financial planning | Offered |
| Form ADV filed | June 18, 2026 |
| SEC record | CRD 105179 |