Financial Advisor Bethesda, MD

Fee-Only Financial Planner in Bethesda, MD

District Capital Management is the place to find a trusted financial advisor in Bethesda. We help professionals and entrepreneurs in their 30s and 40s make smarter investments, lower their taxes, and maximize their money. Our highly qualified financial advisors want to see you succeed and help you secure your financial future. 

We provide comprehensive financial planning services which include: 

Trusted Fee-Only Financial Advisor in Bethesda, MD

We are fiduciary financial advisors meaning we have a fiduciary duty to always act in your best interest. We are not paid a commission and we have no conflicts of 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 Bethesda, MD is an important decision. It’s important to talk to a couple of financial advisors to see who might be the best fit for you and your family. We have put together a list of ‘10 important questions to ask a financial advisor’ to help you with your search. 

Why District Capital Management?

Our mission is to provide affordable, best-in-class financial advice. Our experienced team includes Certified Financial Planner™ professionals, CFA charterholders, and an accredited Accredited Financial Counselor®.  We always put your interests above our own, we are never paid a commission by third parties, and our fees are transparent. We will listen to you to understand where you are in your financial journey and help you achieve your financial goals.

 

We also work with clients in other regions of Maryland including:

Book a complimentary discovery call today!

We want to help you take control of your financial future and achieve your goals. If you are motivated to work towards your dreams, schedule a complimentary discovery call today to see if we are a good fit for you and your family.

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?

X

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