Annapolitan Investment Group, Inc.

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Client assets under management

Clients

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

About

Annapolitan Investment Group provides customized financial and retirement planning to individuals and families, addressing topics such as tax, estate, business, education and cash‑flow planning. The brochure states that the firm does not offer discretionary portfolio or asset‑management services and focuses its recommendations on vehicles like mutual funds, CDs, municipal bonds, annuities and ETFs.

The firm delivers advice through in‑person meetings and data‑gathering worksheets to develop a written plan and offers educational seminars and workshops on topics from basic money management to advanced retirement and tax issues. Advisory representatives are dually registered with Raymond James and are licensed insurance agents, and they may implement recommendations through Raymond James or sell insurance products, with commissions and trail compensation disclosed in the brochure.

Notable distinctions relative to peers include the combination of acting as registered representatives of a broker‑dealer while positioning the firm primarily as a planning practice, the offering of public educational seminars, and advisors who are also insurance producers—each of which the brochure identifies as an uncommon feature for supported firms. The brochure also emphasizes that the firm does not charge percentage‑of‑AUM advisory fees, does not provide portfolio management or custody of client assets.

Client services

Financial planning Pension consulting Educational seminars or workshops

Expertise

General retirement planning General tax planning General estate planning guidance College savings (529s, UTMA, etc.)

Fee options

Commissions

Advisory Representatives may receive commissions for securities and insurance products, including trail commissions (12b-1 fees) and insurance commissions

Project-based

Hourly fee of $150 per hour

Other

Minimum fee: Fixed fee: $250 per financial plan Fee-only: Fixed fee of $250 per financial plan and hourly fee of $150 per hour

Main office location

Annapolitan Investment Group, Inc.

1205 West St.

Annapolis MD 21401, United States

Number of offices

Most active in

Maryland

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 410-571-2747

Advisors at this firm

Melissa F

Series 63, Series 66

Annapolis, MD

Annapolitan Investment Group, Inc.

Melissa Frawley is a financial advisor with Annapolitan Investment Group, Inc. in Annapolis, MD, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked with Raymond James Financial since 2009 and has been involved with Annapolitan Investment Group since 2005. Outside of her advisory roles, she is president of Annapolitan Investment Group LLC, an independent contractor support company. Annapolitan Investment Group provides customized financial and retirement planning for individuals and families, focusing on tax, estate, business, education, and cash-flow planning. The firm emphasizes planning over discretionary portfolio management and delivers advice through in-person meetings and educational seminars.

General retirement planning General tax planning General estate planning guidance College savings (529s, UTMA, etc.)

Paul E

CFP®, ChFC®, Series 66

Annapolis, MD

Annapolitan Investment Group, Inc.

Paul Evans is a financial advisor with Annapolitan Investment Group, Inc. in Annapolis, MD, holding CFP® and ChFC® designations and 24 years of industry experience. He has been with Annapolitan Investment Group since 2005 and is also involved with Black Island Capital, LLC, a separate business he owns. Additionally, he has served with the US Naval Academy Athletic Association since 2014. Annapolitan Investment Group provides customized financial and retirement planning to individuals and families, focusing on tax, estate, business, education, and cash-flow planning. The firm emphasizes a planning approach without discretionary portfolio management, utilizing investment vehicles such as mutual funds, CDs, municipal bonds, annuities, and ETFs, and offers educational seminars and workshops.

General retirement planning General tax planning General estate planning guidance College savings (529s, UTMA, etc.)

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