Edgemoor Investment Advisors

Edgemoor Investment Advisors at a glance

• One of 195 fee-only firms based in Maryland in the Wellspent graph.
• 6 advisors are listed here; 3 of 6 hold the CFA.
• Its Form ADV reports 9 employees and 312 individual clients, 153 of them high net worth.
• Its average account is about $2.1 million (assets it manages divided by its 717 accounts).

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

Facts

Edgemoor Investment Advisors fees

Edgemoor Investment 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 (6)

• Bryce Sistrunk-Lewis

  CFA

• Gay Truscott

  CFP

• Paul Meehan

  CFA

• Philipp Bentley

• Steven Larosa

  CFA

• Timothy Coughlin

  CFP