Firm
Kendall Capital Management
Rockville, Maryland
Fee-only
Kendall Capital Management at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 7 advisors are listed here; 4 of 7 hold the CFP.
- Its Form ADV reports 12 employees and 352 individual clients, 226 of them high net worth.
- Its average account is about $478,000 (assets it manages divided by its 1,555 accounts).
- 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 | Rockville, Maryland |
|---|---|
| Website | kendallcapital.com |
| [email protected] | |
| Phone | (301) 838-9110 |
Kendall Capital Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"We generally charge 1% on the first $2,000,000 in assets we manage for clients." source
"Our household minimum is $500,000 in Assets Under Management" source
"We generally charge 1% on the first $2,000,000 in assets we manage for clients." source
"also includes ongoing financial planning advice as your needs evolve" 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 | $744 million |
| Individual clients | 126 |
| High-net-worth clients | 226 |
| Accounts managed | 1,555 |
| Employees | 12 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-78634) |
| Financial planning | Offered |
| Form ADV filed | October 15, 2026 |
| SEC record | CRD 134740 |