Firm
Harris and Harris Wealth Management Group
Upper Marlboro, Maryland
Fee-only
Harris and Harris Wealth Management Group 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 109 individual clients.
- Its average account is about $120,000 (assets it manages divided by its 186 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Upper Marlboro, Maryland |
|---|---|
| Website | financenstilettos.com |
| Phone | (301) 218-0885 |
Harris and Harris Wealth Management Group fees
Harris and Harris Wealth Management Group 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 | $22 million |
| Individual clients | 109 |
| Accounts managed | 186 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 26, 2026 |
| SEC record | CRD 149577 |
Advisors at this firm (1)
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