Firm
LGG Financial
Bethesda, Maryland
Fee-only
LGG Financial at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 241 individual clients, 152 of them high net worth.
- Its average account is about $629,000 (assets it manages divided by its 896 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Bethesda, Maryland |
|---|---|
| Website | lggfinancial.com |
| [email protected] | |
| Phone | (301) 312-6660 |
LGG Financial fees
LGG Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 |
|---|---|
| Assets managed | $564 million |
| Individual clients | 89 |
| High-net-worth clients | 152 |
| Accounts managed | 896 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-117324) |
| Financial planning | Offered |
| Form ADV filed | July 17, 2026 |
| SEC record | CRD 305002 |