Firm
Wealthwyzr, LLC
Ellicott City, Maryland
Fee-only
Wealthwyzr, 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.
- Its ongoing planning fee starts at $4,800 a year, above the Maryland median of $3,800.
- Its hourly rate of $500 is above the Maryland median of $300.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Ellicott City, Maryland |
|---|---|
| Website | wealthwyzr.com |
| [email protected] | |
| Phone | (240) 515-8469 |
Wealthwyzr, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,800 a year |
|---|---|
| One-time plan | From $5,800 |
| Hourly | $500 an hour |
| How it charges | Flat fee · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$4,800/ year billed quarterly" source
"Limited-Scope Plan" source
"$500/hour" source
"With our flat-fee financial planning services, you know exactly how much you are paying" 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 | Hourly · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 9, 2026 |
| SEC record | CRD 329767 |