Firm
Mabery Consulting, LLC
Washington, District of Columbia
Fee-only
Mabery Consulting, LLC at a glance
- One of 24 fee-only firms based in District of Columbia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 18 individual clients.
- Its average account is about $284,000 (assets it manages divided by its 4 accounts).
- It works with clients virtually as well as in person.
Facts
| Based in | Washington, District of Columbia |
|---|---|
| Website | maberyconsulting.com |
| [email protected] | |
| Phone | (202) 670-6659 |
Mabery Consulting, LLC 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.
| One-time plan | From $1,000 |
|---|---|
| Hourly | $250 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Flat fee · Hourly · Percentage of assets · One-time plans or projects |
In the firm's words
"Mini Financial Plan - $1,000 for a Single individual and $2,000 for a couple" source
"Hourly - $250" source
"$100,000 and above, 1%" source
"Mini Financial Plan - $1,000 for a Single individual and $2,000 for a couple" 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 | $1 million |
| Individual clients | 18 |
| Accounts managed | 4 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | June 9, 2026 |
| SEC record | CRD 311780 |