Firm
Five Rivers Financial Advisors
North East, Maryland
Fee-only
Five Rivers Financial Advisors at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 104 individual clients, 21 of them high net worth.
- Its average account is about $284,000 (assets it manages divided by its 195 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | North East, Maryland |
|---|---|
| Website | fiveriversfinancial.com |
| Phone | (410) 287-2155 |
Five Rivers Financial Advisors fees
Five Rivers Financial 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $55 million |
| Individual clients | 83 |
| High-net-worth clients | 21 |
| Accounts managed | 195 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 120249 |
Advisors at this firm (2)
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