MV Capital Management

MV Capital Management at a glance

• One of 195 fee-only firms based in Maryland in the Wellspent graph.
• 8 advisors are listed here; 1 of 8 hold the CFP.
• Its Form ADV reports 8 employees and 444 individual clients, 295 of them high net worth.
• Its average account is about $1.2 million (assets it manages divided by its 1,224 accounts).

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

Facts

MV Capital Management fees

MV Capital 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 (8)

• Anabel Quintero

• Arian Vojdani

• Christopher Schaefer

  CFP

• Courtney Vojdani

• Katrina Lamb

• Kedest Baharu

• Mark Underwood

• Masood Vojdani

Other fee-only firms in Bethesda

• Preserve Private Wealth
• Sandbox Financial Partners
• Sargent Investment Group
• Steeley Advisory
• Thinagee Investments
• Trumbower Financial Advisors
• Tuvin & Tuvin
• Warner Financial

Fee-only advisors in Maryland