Dauntless Advisory

Dauntless Advisory at a glance

• One of 195 fee-only firms based in Maryland in the Wellspent graph.
• 4 advisors are listed here.
• Its Form ADV reports 4 employees and 9 individual clients, 7 of them high net worth.
• Its average account is about $448,000 (assets it manages divided by its 36 accounts).

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

Facts

Dauntless Advisory fees

Dauntless 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 (4)

• Jonathan McMahon

• Kenneth Hockycko

• Roy Emanuel

• William Schwarz

Other fee-only firms in Annapolis

• Foundation Wealth & Tax Advisors, LLC
• HF Advisory Group
• RCS Financial Planning
• TAM Financial Advisors
• The Ellerson Group
• The Pearl Financial Planning LLC
• Upraise Wealth Advisory
• Ventus Wealth Management LLC

Fee-only advisors in Maryland