Firm
Mcquade, Kathleen Mary
Laurel, Maryland
Fee-only
Mcquade, Kathleen Mary at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 10 individual clients.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Laurel, Maryland |
|---|---|
| Phone | (301) 776-3620 |
Mcquade, Kathleen Mary fees
Mcquade, Kathleen Mary 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
| Paid by | Hourly · Fixed fees |
|---|---|
| Individual clients | 10 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | December 23, 2025 |
| SEC record | CRD 155892 |
Advisors at this firm (1)
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