Sargent Investment Group

Sargent Investment Group at a glance

• One of 195 fee-only firms based in Maryland in the Wellspent graph.
• 14 advisors are listed here; 2 of 14 hold the CFP.
• Its Form ADV reports 18 employees and 396 individual clients, 251 of them high net worth.
• Its average account is about $1.1 million (assets it manages divided by its 1,381 accounts).

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

Facts

Sargent Investment Group fees

Sargent Investment Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 (14)

• Brian McGregor

• Christopher Rhyne

• Christopher Sargent

• David Seamans

  CFP

• Edward Lamade

• Laura Hodgson

• Matthew Elmore

• Ricardo Rosenberg

• Samuel Beach

• Sara Mongno

• Susette Gustini

• Thomas Healy

• Timothy Pang

  CFA

• Zachary Hubbard

  CFP

Other fee-only firms in Bethesda

• Steeley Advisory
• Thinagee Investments
• Trumbower Financial Advisors
• Tuvin & Tuvin
• Warner Financial
• Wealthspring Financial Advisors
• Aegis Wealth
• Alikos Wealth Management

Fee-only advisors in Maryland