Firm
Widmann Financial Services
Bowie, Maryland
Fee-only
Widmann Financial Services 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 14 employees and 551 individual clients, 123 of them high net worth.
- Its average account is about $414,000 (assets it manages divided by its 1,128 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Bowie, Maryland |
|---|---|
| Website | widmannfinancial.com |
| Phone | (301) 262-2919 |
Widmann Financial Services fees
Widmann Financial Services 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 | $467 million |
| Individual clients | 428 |
| High-net-worth clients | 123 |
| Accounts managed | 1,128 |
| Employees | 14 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-111962) |
| Financial planning | Offered |
| Form ADV filed | April 14, 2026 |
| SEC record | CRD 289106 |
Advisors at this firm (1)
Other fee-only firms in Maryland
- Wise Financial Counsel · Fort Washington
- Woods Financial Services · Towson
- YFP Wealth · New Albany
- YGC Wealth · Lanham
- 1 North Wealth Services · Annapolis
- A.G. Campbell Advisory · Baltimore
- AAA Advisory · Walkersville
- Abel Financial · Eldersburg