Firm
Woods Financial Services
Towson, Maryland
Fee-only
Woods Financial Services 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 3 employees and 37 individual clients, 6 of them high net worth.
- Its average account is about $477,000 (assets it manages divided by its 57 accounts).
- Its ongoing planning fee starts at $3,600 a year, in line with the Maryland median of $3,800.
- Its website says it's taking new clients.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Towson, Maryland |
|---|---|
| Website | woodscpa.net |
| Phone | (410) 821-6625 |
Woods Financial Services fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,600 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"Starting at $300/month" 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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $27 million |
| Individual clients | 31 |
| High-net-worth clients | 6 |
| Accounts managed | 57 |
| Employees | 3 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 288727 |