Firm
Honeygo Financial
Forest Hill, Maryland
Fee-only
Honeygo Financial at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 31 individual clients, 1 of them high net worth.
- Its average account is about $130,000 (assets it manages divided by its 47 accounts).
- Its hourly rate of $125 is below the Maryland median of $300.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Forest Hill, Maryland |
|---|---|
| Website | honeygofinancial.com |
| Phone | (443) 617-4136 |
Honeygo Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $125 an hour |
|---|---|
| Asset-based fee | 2% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Hourly |
In the firm's words
"2.00% on the first $100K invested" source
"Based on the firm’s prevailing rate of $125 per hour." source
"You can engage in our services regardless of how much money you have to invest." source
"2.00% on the first $100K invested, then 1.00% on the next $100K invested, then 0.50% on each dollar invested above $200K." source
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 · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 30 |
| High-net-worth clients | 1 |
| Accounts managed | 47 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 19, 2026 |
| SEC record | CRD 309766 |
Advisors at this firm (1)
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