Firm
Ferguson-Johnson Wealth Management
Rockville, Maryland
Fee-only
Ferguson-Johnson Wealth Management at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 4 employees and 190 individual clients, 81 of them high net worth.
- Its average account is about $550,000 (assets it manages divided by its 575 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Rockville, Maryland |
|---|---|
| Website | fjwealthmanagement.com |
| [email protected] | |
| Phone | (301) 670-0994 |
Ferguson-Johnson Wealth Management 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 | $500,000 |
|---|
In the firm's words
"we generally require a minimum account size of $500,000 for our combined investment advisory and financial planning service" 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 |
|---|---|
| Assets managed | $316 million |
| Individual clients | 109 |
| High-net-worth clients | 81 |
| Accounts managed | 575 |
| Employees | 4 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-56625) |
| Financial planning | Offered |
| Form ADV filed | September 2, 2026 |
| SEC record | CRD 109232 |