Financial Advisor Hagerstown, MD

Fee-Only Financial Planner in Hagerstown

District Capital Management is the place to find your Financial Advisor in Hagerstown. We help professionals and entrepreneurs in their 30s and 40s make smarter investments, lower their taxes, and maximize their money. Our mission is to provide affordable, best-in-class financial advice.

Best Fee-Only Financial Advisor in Hagerstown

We want to help you prioritize and quantify your financial goals, set realistic expectations and then implement an investment and savings strategy. We want to help you build a strong financial foundation. We will educate and empower you to gain control over your finances and build your wealth effectively.

Fee-Only and Fiduciary Financial Planner

We are members of NAPFA, Fee-Only Network, and XYPN. We are held to the fiduciary standard which states that our recommendations must be in your best interest.  We do not receive any form of commissions. We approach financial planning holistically and review your whole financial life. We also believe that good investment advice must accompany a sound financial plan.

Why choose District Capital Management?

Our experienced team includes Certified Financial Planner™ professionals, CFA charterholders, and an accredited Accredited Financial Counselor®. We stand out from other fee-only financial planners in the Hagerstown area in several ways:

  • No assets under management requirement
  • No minimum asset requirement
  • Fiduciary financial advisors meaning that we always put your best interests above our own
  • Transparent fee-only pricing structure and we are never paid a commission by third parties.
  • Three ongoing 60-minute zoom meetings per year to check in and adjust your financial plan accordingly.

 

We work with clients in other regions of Maryland including:

Book a complimentary discovery call today!

Are you ready to elevate your finances? 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

$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