Baltimore Fee-Only Financial Advisors

Best Fee-Only Financial Planner in Baltimore, MD

District Capital Management is the place to find your Financial Advisor in Baltimore.  We help professionals and entrepreneurs in their 30s and 40s make smarter investments, lower their taxes, maximize their money, and retire by 55. We will meet you where you are and help align your money with your values.

Our comprehensive financial planning services include: 

Trusted Fee-Only Financial Advisor in Baltimore, MD

We are fiduciary financial advisors and we always act in your best interest. We also have no minimum asset requirements and no hefty fees. 

Choosing The Right Financial Planner For You

Choosing a fee-only and fiduciary financial planner in Baltimore is an important decision. Here is a list of the top 10 questions to ask a financial advisor to help you on your search.

 

Is it worth the money to hire a financial planner? 

We believe so. A financial planner can help you gain insight into what you should be doing with your money to help you achieve your financial goals. Every stage of life requires a different approach to planning and saving and your financial plan should change along the way.

 

Why District Capital?

District Capital provides independent, high-quality financial advice to professionals and entrepreneurs in their 30s & 40s. We have certified Financial Planner™ professionals, CFA charterholders, and an Accredited Financial Counselor® on our team. Our experienced financial advisors provide financial advice based on your specific goals. We will work with you on an on-going basis and adjust your financial plan accordingly. 

 

We work with clients in other regions of Maryland including:

Start working towards your financial goals today!

We are dedicated to advancing your financial health. If you are interested in having a comprehensive financial plan, schedule a free discovery call with one of our experienced financial advisors today.

Financial Planning

Annual Advisory Fee​

Financial Advisor Fees

Individuals

$4,500 – $10,800

($375 to $900/month)

Financial Advisor Cost

Couples

$5,400 – $15,000

($450 to $1,250/month)

*Exact price will be determined based on complexity, assets and income.

We offer pro-bono financial planning for DC, MD, & VA individuals who earn less than $64,000 per year and have less than $50,000 in liquid assets.

Investment Management

Annual Advisory Fee

  • Assets Under Management
    Annual Fee / Rate (%)
  • First $1,000,000
    1.00%
  • Next $4,000,000
    0.85%
  • Next $5,000,000
    0.50%
  • Assets Above $10,000,000
    0.35%

Ready To Maximize Your Finances?

Schedule A Free Discovery Call

Ready to take charge of your financial future?

FREE GUIDE

10 KEY QUESTIONS TO ASK A FINANCIAL ADVISOR

Want to know the right questions to ask a financial planner to make sure they have your best interests at heart? We’ve got you!

questions to ask a financial advisor