Firm
Entelechy
Bethesda, Maryland
Fee-only
Entelechy at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 80 individual clients, 60 of them high net worth.
- Its average account is about $650,000 (assets it manages divided by its 390 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Bethesda, Maryland |
|---|---|
| Website | entelechy.co |
| [email protected] | |
| Phone | (202) 770-2007 |
Entelechy fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|
In the firm's words
"No sales. No minimums. No nonsense." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $253 million |
| Individual clients | 20 |
| High-net-worth clients | 60 |
| Accounts managed | 390 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-130684) |
| Financial planning | Offered |
| Form ADV filed | February 4, 2026 |
| SEC record | CRD 285776 |