TAM Financial Advisors

TAM Financial Advisors 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 1 employee and 89 individual clients, 37 of them high net worth.
• Its average account is about $1.9 million (assets it manages divided by its 92 accounts).

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

Facts

TAM Financial Advisors fees

TAM Financial Advisors 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 (1)

• Michael Marvin

  CFP

Other fee-only firms in Annapolis

• The Ellerson Group
• The Pearl Financial Planning LLC
• Upraise Wealth Advisory
• Ventus Wealth Management LLC
• 1 North Wealth Services
• Accordant Advisory Group
• Champion Financial Planning Group
• Crest Wealth Advisors LLC

Fee-only advisors in Maryland