Firm
YGC Wealth
Lanham, Maryland
Fee-only
YGC Wealth 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 and 37 individual clients.
- Its average account is about $164,000 (assets it manages divided by its 92 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the Maryland median of $3,800.
- 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 | Lanham, Maryland |
|---|---|
| Website | ygcwealth.com |
| [email protected] | |
| Phone | (776) 775-6078 |
YGC Wealth 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 $10,000 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"Our annual fee for this comprehensive financial planning service starts at $10,000" source
"Our annual fee for this comprehensive financial planning service starts at $10,000" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $15 million |
| Individual clients | 37 |
| Accounts managed | 92 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 330812 |
Advisors at this firm (1)
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