Lighthouse Wealth Management

Lighthouse Wealth Management 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 2 employees and 93 individual clients, 57 of them high net worth.
• Its average account is about $711,000 (assets it manages divided by its 347 accounts).

Fee-only advisors in Maryland · What fee-only advisors charge in Maryland

Facts

Lighthouse Wealth Management fees

Lighthouse Wealth Management 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

Advisors at this firm (2)

• James Adams

  CFP · CFA

• Teancum Light

  CFP · CPA · JD

Other fee-only firms in Towson

• Oliver Wealth Management
• Provision Financial Planning
• Red Oak Financial Group
• Woods Financial Services
• Blue Curve Advisory
• Celestial Wealth Management
• Chesapeake Financial Advisors
• Dyer Financial Advisory

Fee-only advisors in Maryland