Pricing Calculator
Monthly Price: $550
Annual Total: $6600
+ Initial Planning Fee
Are you looking for a trusted financial advisor in Frederick, MD to help you grow your wealth, reduce taxes, and plan for the future? At District Capital Management, we provide expert, fee-only financial planning tailored to professionals, entrepreneurs, and growing families.
We understand that managing investments, planning for retirement, and optimizing taxes can feel overwhelming. That’s why we offer clear, personalized financial advice to help you make the best decisions for your money—without the stress.
As a fiduciary financial planner, we always put your best interests first. Unlike many traditional advisors, we don’t earn commissions, so you can trust that our recommendations are based on what’s best for you—not on sales incentives.
Finding the right advisor is one of the most important financial decisions you’ll make.
Before you hire a planner, ask these key questions:
We’ve also created a helpful resource: “10 Key Questions to Ask a Financial Advisor” – to guide you in your search.
We’re proud to serve clients in Frederick, Maryland, and surrounding communities including Urbana, Middletown, and Walkersville. Our team includes Certified Financial Planner™ professionals, CFA charterholders, and an Accredited Financial Counselor®, all dedicated to helping you achieve financial independence.
Our approach is simple:
We provide thoughtful, evidence-based financial advice customized to your unique situation. We believe money is a tool to help you live your best life, and that everyone—not just the ultra-wealthy—deserves access to high-quality, affordable financial planning.
Even if you don’t live nearby, we can meet virtually to help you reach your goals—wherever you are in Maryland or across the U.S.
If you’re ready to take control of your finances, now is the time to start. A strong financial plan can help you achieve your goals faster and with less stress. 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.
Individuals
$6,000 – $9,600
($500 to $800/month)*
$900 Initial Planning Fee
One-time, charged when you become a client
Couples
$6,000 – $14,400
($500 to $1,200/month)*
$1,500 Initial Planning Fee
One-time, charged when you become a client
*Exact price will be determined based on complexity, assets and income.
+ Initial Planning Fee
*Rental property, beneficiary IRA, income abroad, annuity, concentrated stock, student loan forgiveness, or major life change
The above fee calculator is for informational purposes only and is provided to give an estimate of actual fees. Actual fees paid may vary significantly depending on the nature and complexity of the engagement with the Advisor. Fee calculator outputs are general in nature based upon information input by users and should not be relied upon as investment advice or a guarantee of any actual outcomes.
We offer pro-bono financial planning for DC, MD, & VA individuals who earn less than $70,000 per year and have less than $70,000 in total assets.
Once a month, we send out financial tips and strategies to help you invest smarter, lower your taxes, and grow your wealth.
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