Firm
Forty4 Financial
Bethesda, Maryland
Fee-only
Forty4 Financial 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 43 individual clients, 14 of them high net worth.
- Its average account is about $221,000 (assets it manages divided by its 150 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Bethesda, Maryland |
|---|---|
| Website | forty4financial.com |
| Phone | (240) 205-1358 |
Forty4 Financial fees
Forty4 Financial 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 | $33 million |
| Individual clients | 29 |
| High-net-worth clients | 14 |
| Accounts managed | 150 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | May 4, 2026 |
| SEC record | CRD 326024 |