Firm
Islands East Advisors
Chester, Maryland
Fee-only
Islands East Advisors 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 20 individual clients.
- Its average account is about $86,000 (assets it manages divided by its 36 accounts).
- Its ongoing planning fee starts at $1,800 a year, below the Maryland median of $3,800.
- Its hourly rate of $200 is below the Maryland median of $300.
- Its website says it's taking new clients.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Chester, Maryland |
|---|---|
| Website | islandseast.com |
| [email protected] | |
| Phone | (833) 303-3278 |
Islands East Advisors 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.
| Ongoing planning | From $1,800 a year |
|---|---|
| Hourly | $200 an hour |
| Asset-based fee | 0.8% a year on the first tier of assets |
| How it charges | Flat fee · Hourly · Percentage of assets · Ongoing planning fee |
In the firm's words
"$1,800 - $12,000 per year" source
"$200/hr" source
"<$1,000,000 0.80%" source
"Now Welcoming New Clients (~$750k+)." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 20 |
| Accounts managed | 36 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | August 6, 2026 |
| SEC record | CRD 327578 |