HF Advisory Group

HF Advisory Group at a glance

• One of 195 fee-only firms based in Maryland in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFP.
• Its Form ADV reports 6 employees and 460 individual clients, 99 of them high net worth.
• Its average account is about $247,000 (assets it manages divided by its 1,301 accounts).

Fee-only advisors in Maryland · What fee-only advisors charge in Maryland

Facts

HF Advisory Group fees

HF Advisory 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

Advisors at this firm (2)

• Marianne Durham

• Raymond Hobson

  CFP

Other fee-only firms in Annapolis

• RCS Financial Planning
• TAM Financial Advisors
• The Ellerson Group
• The Pearl Financial Planning LLC
• Upraise Wealth Advisory
• Ventus Wealth Management LLC
• 1 North Wealth Services
• Accordant Advisory Group

Fee-only advisors in Maryland