Firm
Intervest
Chevy Chase, Maryland
Fee-only
Intervest at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 175 individual clients, 105 of them high net worth.
- Its average account is about $728,000 (assets it manages divided by its 339 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Chevy Chase, Maryland |
|---|---|
| Website | intervestltd.com |
| Phone | (301) 951-4455 |
Intervest fees
Intervest 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 | $247 million |
| Individual clients | 70 |
| High-net-worth clients | 105 |
| Accounts managed | 339 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-26390) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 104614 |