Financial Advisor Westminster, MD

Fee-Only Financial Planner in Westminster, MD

District Capital Management is the place to find your Financial Advisor in Westminster.  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 comprehensive financial planning services include:


Best Fee-Only Financial Advisor in Westminster

We work with residents of Westminster and surrounding areas 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.

Fee Only And Fiduciary Financial Planner

As fee-only, fiduciary, and independent financial advisors, we are never paid a commission of any kind. We have a legal obligation to provide unbiased and trustworthy financial advice. When we give you financial advice, we believe it is truly in your best interest, not ours.

Choosing The Right Financial Planner For You

Choosing a fee-only and fiduciary financial planner in Westminster, MD is an important decision. Want to know 10 important questions to ask a potential financial advisor? We have put together a list to help you with your search.

Why District Capital Management?

We believe that financial planning is an on-going process. We have Certified Financial Planner™ professionals, CFA charterholders and an Accredited Financial Counselor® in our team.We listen and transform complex financial concepts into straightforward and practical solutions that work for you. Our highly qualified financial advisors want to help simplify your financial life and see you succeed!

We 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

$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 $56,000 per year or families who earn less than $75,000 per year.

Ready To Maximize Your Finances?

Schedule A Free Discovery Call

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 take charge of your financial future?

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10 Key Questions To Ask A Financial Advisor

Want to know the right questions to ask?
questions to ask a financial advisor