Financial Advisor Rockville, MD

Fee-Only Financial Advisor in Rockville, MD

District Capital Management is the place to find a trusted financial advisor in Rockville, MD. We help professionals and entrepreneurs in their 30s and 40s make smarter investments, lower their taxes, and maximize their money. Our highly qualified financial advisors want to see you succeed and help you secure your financial future. 

 

Trusted, Fee-Only Financial Planner in Rockville, MD

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. If you are motivated to achieve your financial goals, we want to partner with you by elevating your finances.

 

Why Choose A Fee-Only Financial Planner? 

Fee-only financial planners offer financial advice, investment management, and other financial services for a set fee. They don’t receive commissions for recommending certain products or services. The pricing structure is transparent and there are no hidden costs. 

 

Why choose District Capital Management?

Our experienced team includes Certified Financial Planner™ professionals, CFA charterholders, and an accredited Accredited Financial Counselor®. We give unbiased financial advice to help maximize your money and achieve your financial goals. 

We stand out from other fee-only financial planners in the Rockville area in several ways:

  • No assets under management requirement
  • No minimum asset requirement
  • Fiduciary financial advisors which means 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 also work with clients in other regions of Maryland including:

Book a complimentary discovery call with District Capital Management

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!

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