Financial Advisor in Maryland

Fee-Only Financial Planner in Maryland 

District Capital Management is the place to find your Financial Advisor in Maryland. We provide comprehensive and independent financial planning and investment management to help professionals and entrepreneurs in their 30s and 40s organize, grow and protect their assets through life’s transitions.

We work with residents of Maryland to help with a variety of financial planning services. Some of these services include: 

 

Trusted Fee-Only Financial Advisor in Maryland

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 get paid commission or referral bonuses for any products or services that we recommend.

Fee-Only and Fiduciary Financial Planner

Fee-only fiduciary financial planners are the best choice for anyone in the Maryland 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 give unbiased financial advice to help maximize your money and achieve your financial goals. We will meet you where you are and help align your money with your values. Want to invest in socially responsible funds, donate to charity, or pay for your child’s college education? We can help make that happen.
Three traits that make us unique:

  1. Strong investment team
  2. Majority of our clients are minorities
  3. Strong credentials.
 

Connect with us today

District Capital serves 30s and 40s professionals and entrepreneurs who want to elevate their finances. 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

$3,000 – $4,800

($250 to $400/month)

Financial Advisor Cost

Couples

$4,200 – $7,200

($350 to $600/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