Firm
DocShah Financial
Ellicott City, Maryland
Fee-only
DocShah Financial 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 1 employee and 33 individual clients, 2 of them high net worth.
- Its average account is about $128,000 (assets it manages divided by its 33 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Ellicott City, Maryland |
|---|---|
| Website | docshahfinancial.com |
| Phone | (410) 615-2900 |
DocShah Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $3,000 |
|---|---|
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"The financial planning fee ranges from $3,000 to $8,000 depending on the complexity of planning required." source
"The financial planning fee ranges from $3,000 to $8,000 depending on the complexity of planning required." source
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 | $4 million |
| Individual clients | 31 |
| High-net-worth clients | 2 |
| Accounts managed | 33 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | May 15, 2026 |
| SEC record | CRD 327709 |