Firm
Quiet Wealth LLC
Baltimore, Maryland
Fee-only
Quiet Wealth LLC 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 69 employees and 721 individual clients, 182 of them high net worth.
- Its average account is about $294,000 (assets it manages divided by its 4,262 accounts).
- Its ongoing planning fee starts at $9,200 a year, above the Maryland median of $3,800.
- Its hourly rate of $300 is in line with the Maryland median of $300.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Baltimore, Maryland |
|---|---|
| Website | quietwealth.com |
| [email protected] | |
| Phone | (443) 687-7870 |
Quiet Wealth 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.
| Ongoing planning | From $9,200 a year |
|---|---|
| One-time plan | From $4,800 |
| Hourly | $300 an hour |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"For households with less than $5,000,000 of net worth: $9,200 per year." source
"Single households with no children : $4,800 for the project" source
"Hourly-Fee Service engagements are offered at an hourly rate of $300.00 per hour." source
"at least $200,000 in household income or $750,000 of investable assets" 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 | $1.3 billion |
| Individual clients | 539 |
| High-net-worth clients | 182 |
| Accounts managed | 4,262 |
| Employees | 69 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-118916) |
| Financial planning | Offered |
| Form ADV filed | October 24, 2026 |
| SEC record | CRD 285967 |