Firm
Sovereign Financial Services
Phoenix, Maryland
Fee-only
Facts
| Based in | Phoenix, Maryland |
|---|---|
| Website | sfsadvisers.com |
| Phone | (410) 575-3120 |
Sovereign Financial Services fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Your account will be billed ¼% every quarter for a total of 1% for the year." source
"Sovereign charges a 1% Flat Fee of assets under management for Financial Planning and Advisory services." 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 | $92 million |
| Individual clients | 115 |
| Financial planning | Offered |
| Form ADV filed | February 23, 2026 |
| SEC record | CRD 153059 |