Firm
Lafayette Investments
Ashton, Maryland
Fee-only
Lafayette Investments at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 6 advisors are listed here; 1 of 6 hold the CFP.
- Its Form ADV reports 7 employees and 240 individual clients, 164 of them high net worth.
- Its average account is about $1.5 million (assets it manages divided by its 611 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Ashton, Maryland |
|---|---|
| Website | lafayetteinvestments.com |
| Phone | (301) 570-2959 |
Lafayette Investments 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"The standard fee is 1% per year on the first $1 million" source
"We prefer that clients have at least $1 million in investable assets." source
"Our fee structure is based on a percentage of assets under management." 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 | $943 million |
| Individual clients | 76 |
| High-net-worth clients | 164 |
| Accounts managed | 611 |
| Employees | 7 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-32522) |
| Financial planning | Offered |
| Form ADV filed | April 1, 2026 |
| SEC record | CRD 22471 |
Advisors at this firm (6)
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