Firm
Warner Financial
Bethesda, Maryland
Fee-only
Warner Financial at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 4 employees and 256 individual clients, 174 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 747 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Bethesda, Maryland |
|---|---|
| Website | warner-financial.com |
| Phone | (301) 961-9505 |
Warner Financial fees
Warner Financial 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $852 million |
| Individual clients | 82 |
| High-net-worth clients | 174 |
| Accounts managed | 747 |
| Employees | 4 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-64223) |
| Financial planning | Offered |
| Form ADV filed | February 9, 2026 |
| SEC record | CRD 135303 |