Pricing Calculator
Monthly Price: $550
Annual Total: $6600
+ Initial Planning Fee
Our annual advisory fee covers ongoing, comprehensive financial planning for busy professionals who want clarity around investing, taxes, and retirement, with a dedicated CFP® advisor guiding the process. Financial planning includes ongoing investment advice, and you maintain control over trading in your investment accounts. If you’d like District Capital Management to directly manage eligible accounts (such as IRAs and brokerage accounts), investment management fees apply. Clients who use both services may qualify for reduced pricing.
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.
Financial planning fees are billed as an annual advisory fee based on complexity. Individuals typically pay $6,000-$9,600 per year ($500-$800/month). Couples typically pay $6,000-$14,400 per year ($500-$1,200/month). A one-time Initial Planning Fee of $900 (individuals) or $1,500 (couples) is charged when you become a client, separate from your ongoing fee. All fees are disclosed before you commit.
Fees include a written, comprehensive financial plan plus ongoing support and investment advice. You’ll work with a dedicated CFP® advisor, meet regularly (typically every four months), and receive unlimited email support. Estate-planning coordination and budgeting software access is included.
When you first become a client, your CFP® advisor spends significant time getting to know your full financial picture, your investments, income, taxes, insurance, debts, and goals, and building a personalized financial plan and implementation roadmap from scratch. This happens before your ongoing advisory relationship even begins.
The Initial Planning Fee, $900 for individuals and $1,500 for couples, covers that upfront work. It's a one-time fee, charged when you sign on, and you'll never be billed for it again.
Start by scheduling a free discovery call. We’ll learn about your goals, explain how pricing works, and confirm what your exact fee would be based on complexity.
Pricing depends on complexity, including income structure, equity compensation, tax planning needs, retirement planning complexity, and the level of coordination required. We confirm your exact fee during the Discovery Call.
Financial planning includes ongoing investment advice and recommendations. If you’d like District Capital Management to manage eligible accounts directly (such as IRAs and brokerage accounts), investment management fees may apply. Clients using both services may qualify for reduced pricing.
Yes. We work with clients virtually across the U.S., with many clients located in Washington, D.C., Virginia, and Maryland.
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