Financial Advisor Columbia, MD

Fee-Only Financial Planner in Columbia, MD

District Capital Management is the place to find your Financial Advisor in Columbia, MD.  We help professionals and entrepreneurs in their 30s and 40s make smarter investments, lower their taxes, and maximize their money.  We consider all aspects of your finances to create a comprehensive and fluid financial plan. We are committed to excellence. 

We enjoy working with clients who:

  • Have a dream,
  • Highly motivated and engaged, and
  • Generous with their time, talent or treasure.

Trusted Fee-Only Financial Advisor in Columbia, MD

We have signed a fiduciary oath to always act in your best interest. We are never paid a commission of any kind and we have no minimum asset requirement. Our fees are very transparent. 

Choosing the Best Financial Planner in Columbia, MD

Fee-only fiduciary financial planners should be the first choice for people in the Columbia area. If you want to know some important questions to ask a potential financial advisor, we have put together a list of questions to ask.

Why District Capital?

We work with residents of Columbia to provide financial planning, retirement planning, and investment management. Our experienced team includes Certified financial Planner™ professionals, CFA charterholders and an Accredited Financial Counselor®. Together, we use our many years of experience to create a comprehensive financial plan. We will help you create and implement an investment and financial plan to meet your needs and challenges.

We work with clients in other regions of Maryland including:

Book a free discovery call today!

We are with you for every step of your journey and help adjust your financial plan as your life changes. Schedule a free discovery call today and we’ll be happy to answer your questions and find out if our financial services are right for you and your family.

Financial Planning

Annual Advisory Fee​

Financial Advisor Fees

Individuals

$3,300 – $6,000

($275 to $500/month)

Financial Advisor Cost

Couples

$4,200 – $8,400

($350 to $700/month)

Investment Management

Annual Advisory Fee

  • Assets Under Management
    Annual Fee / Rate (%)
  • $0 to $100,000
    $1,000
  • $100,001 to $1,000,000
    1.00%
  • $1,000,001 to $5,000,000
    0.85%
  • $5,000,001 to $10,000,000
    0.50%
  • Above $10,000,001
    0.35%

Schedule a free discovery call today