Firm
G.S. Woods Wealth Management
Forest Hilll, Maryland
Fee-only
G.S. Woods Wealth Management at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here, who holds the ChFC.
- Its Form ADV reports 1 employee and 3 individual clients.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Forest Hilll, Maryland |
|---|---|
| Website | gswwealth.net |
| Phone | (215) 740-5320 |
G.S. Woods Wealth Management fees
G.S. Woods Wealth Management 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 3 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 285599 |
Advisors at this firm (1)
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