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

$4,500 – $10,500

($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