AAA Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AAA Advisory LLC provides fee-only financial planning and tax preparation services to individual clients, including high-net-worth individuals, through tailored, project-based engagements delivered primarily on a virtual basis. The firm offers limited-scope, non-discretionary financial planning and prepares federal and state tax returns as part of its service offerings.
Rather than providing discretionary asset management or custody, the firm delivers analyses and investment recommendations grounded in Modern Portfolio Theory and a long-term, passive asset-allocation approach, typically recommending mutual funds, exchange-traded funds, stocks, and bonds for clients to implement. Recommendations are provided in writing, clients may request reasonable restrictions on suggested investments, and ongoing, as-needed access to advice can be added after the initial engagement.
What is distinctive about the firm is the combination of fiduciary financial planning with in‑house tax preparation and an affiliated tax consulting relationship with an accounting firm, a setup that is uncommon among independent advisers. It is also notable that the firm does not manage client assets or use percentage-of-assets fees, instead relying on project-based, non-discretionary planning engagements.
Client services
Expertise
Fee options
Hourly rate is $300 per hour for Project-Based Financial Planning and ongoing financial planning services.
Fee-only: Fees are hourly at $300 per hour for Project-Based Financial Planning services, billed upon delivery or quarterly in arrears for ongoing services.
Main office
Walkersville MD
Advisors at this office
1
Most active in
Maryland · Pennsylvania · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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