Wellington Capital Management

Wellington Capital Management at a glance

• One of 195 fee-only firms based in Maryland in the Wellspent graph.
• 1 advisor is listed here.
• Its Form ADV reports 1 employee and 70 individual clients, 44 of them high net worth.
• Its average account is about $570,000 (assets it manages divided by its 212 accounts).

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

Facts

Wellington Capital Management fees

Wellington Capital Management 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)

• Edmund Wellington

Other fee-only firms in Chevy Chase

• Binnacle Financial Group
• Carderock Capital Management
• Inaltis Capital Management
• Intervest
• MG Capital Partners
• Personal Financial Partners
• Plotkin Financial Advisors
• TritonPoint Wealth

Fee-only advisors in Maryland