Financial Advisor Frederick, MD

Fee-Only Financial Planner in Frederick, MD

District Capital Management is the place to find your Financial Advisor in Frederick.  We help professionals and entrepreneurs in their 30s and 40s make smarter investments, lower their taxes, and maximize their money. Every client has unique financial needs. Our highly qualified financial advisors want to see you succeed! 

Our comprehensive financial planning services include:

Best Fee-Only Financial Advisor in Frederick

We work with residents of Frederick to provide financial planning, retirement planning, investment management. We are fee only financial advisors and we do not sell products. We provide thoughtful and timely financial advice that is customized to you and your unique financial situation. 

Choosing The Right Financial Planner For You

Choosing a fee-only and fiduciary financial planner in Frederick, MD is an important decision. We have put together a list of ‘10 important questions to ask a financial advisor’ to help you with your search. 

Why chose District Capital Management? 

Our mission is to provide affordable, best-in-class financial advice. We have Certified Financial Planner™ professionals, CFA charterholders, and an Accredited Financial Counselor® in our team. We work with families and individuals.  We believe money is a tool to help you live your best life. Everyone should have access to high-quality financial advice; not just retired folks or the ultra-rich. 

We work with clients in other regions of Maryland including:

 

Schedule A Free Discovery Call

Are you ready to start achieving your financial goals? 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