Ventus Wealth Management LLC

Ventus Wealth Management 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 1 employee and 5 individual clients, 5 of them high net worth.
• Its average account is about $254,000 (assets it manages divided by its 16 accounts).

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

Facts

Ventus Wealth Management LLC fees

Ventus Wealth Management LLC 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)

• Adam Bosma

  CFP · MBA

Other fee-only firms in Annapolis

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• Dauntless Advisory
• Foundation Wealth & Tax Advisors, LLC
• HF Advisory Group

Fee-only advisors in Maryland