Pricing Calculator
Monthly Price: $550
Annual Total: $6600
+ Initial Planning Fee
If you live in or near Rockville, Maryland, and you’re wondering, “How do I find a trustworthy financial advisor near me?” — you’re in the right place.
Whether you’re a busy professional, dual-income couple, or small business owner, choosing the right financial advisor is one of the most important financial decisions you’ll make. In this guide, we’ll help you understand what to look for, what “fee-only” really means, and how working with a transparent, client-focused firm like District Capital Management can help you make confident, long-term financial decisions.
Not all financial advisors follow the same standard of care. A fiduciary advisor is required by law to act in your best interest when providing investment or financial planning advice. This means every recommendation is made with your goals, not product sales, in mind.
At District Capital Management, our advisors operate as fiduciaries at all times. We provide objective advice that’s guided by your personal circumstances and supported by academic research, not commissions or sales incentives.
A fee-only financial planner is compensated directly by clients for advice, planning, or investment management. We do not receive commissions from investment or insurance products.
This structure provides three key benefits for Rockville clients:
District Capital Management follows this model so that our interests remain fully aligned with yours.
Rockville professionals often manage complex finances — employer stock plans, small businesses, or high household incomes. A fiduciary planner can help coordinate all these moving parts through:
Our process is collaborative and ongoing. We meet regularly to update your plan as your life and career evolve.
Our advisory fees are straightforward and based on the scope of work and financial complexity.
| Individuals | $6,000 – $9,600 |
| Couples | $6,000 – $14,400 |
Fees vary depending on income, assets, and complexity.
These fees include a written, comprehensive plan, scheduled review meetings, and ongoing access to your planner.
When you engage District Capital Management, you can expect:
Our goal is to help you make informed, evidence-based financial decisions so you can feel confident about your path forward.
We invite you to learn more about our financial planning and investment management services in Rockville, Maryland. If you’re interested in elevating your finances and maximizing your money, schedule a FREE 30 minute discovery call with one of our fee-only certified financial planners today!
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.
Many national advisory firms use standardized portfolios or push proprietary products. District Capital Management is an independent, fiduciary firm based near Rockville that builds custom financial plans and evidence-based portfolios tailored to your life, not corporate sales goals. We’re a fee-only firm and maintain no affiliation with broker-dealers, ensuring our advice remains objective.
Yes. Dual-income families often face unique planning challenges, such as managing combined benefits, optimizing tax strategies, and aligning investment portfolios. Our advisors specialize in helping Rockville-area professionals coordinate two careers, multiple retirement accounts, and competing goals (like saving for college while planning for early retirement).
Rockville professionals often juggle high earnings, demanding careers, and limited time. Many clients come to us seeking help with equity compensation, tax-efficient investing, and long-term planning for early retirement or work-optional living. Our fiduciary process streamlines these complex decisions, allowing you to stay focused on what matters most.
We don’t prepare taxes, but we actively integrate tax planning into your financial strategy. This includes optimizing contributions between pre-tax, Roth, and taxable accounts; planning tax-efficient withdrawals in retirement; and identifying opportunities for charitable giving and Roth conversions. Every financial decision is reviewed through a tax-smart lens.
The first step is a complimentary discovery call with a CFP® professional at District Capital Management. During this meeting, we learn about your goals, financial situation, and what’s most important to you. Then, we’ll explain how our fiduciary, fee-only process works — so you can make an informed decision about partnering with us.
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.
Join over 2,400 other readers who are making confident financial decisions.