Firm
Metz Capital Management
Lewes, Delaware
Fee-only
Metz Capital Management at a glance
- One of 32 fee-only firms based in Delaware in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 195 individual clients, 42 of them high net worth.
- Its average account is about $234,000 (assets it manages divided by its 462 accounts).
Facts
| Based in | Lewes, Delaware |
|---|---|
| Website | metzcapitalmanagement.com |
| Phone | (302) 644-1193 |
Metz Capital Management fees
Metz Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 · Hourly |
|---|---|
| Assets managed | $108 million |
| Individual clients | 153 |
| High-net-worth clients | 42 |
| Accounts managed | 462 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-56612) |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 108382 |