Firm
Green View Advisors, LLC
ROCKVILLE, Maryland
Fee-only
Green View Advisors, LLC 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 18 individual clients, 7 of them high net worth.
- Its average account is about $573,000 (assets it manages divided by its 44 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | ROCKVILLE, Maryland |
|---|---|
| Website | greenviewadvisors.com |
| [email protected] | |
| Phone | (301) 655-4970 |
Green View Advisors, LLC fees
Green View Advisors, LLC 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 | $25 million |
| Individual clients | 11 |
| High-net-worth clients | 7 |
| Accounts managed | 44 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 11, 2026 |
| SEC record | CRD 148082 |
Advisors at this firm (1)
Other fee-only firms in Maryland
- Harmony Wealth Advisors · Edgewater
- Harris and Harris Wealth Management Group · Upper Marlboro
- Hepner Financial Services · Odenton
- Heritage Investors Management · Bethesda
- HF Advisory Group · Annapolis
- Honeygo Financial · Forest Hill
- HY Financial · Rockville
- Impact Capital · Rockville