D&S Wealth Management Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$49,840,732
Clients
55
Advisors
1
of 2 employees
About
D&S Wealth Management Group is a Maryland-registered advisory firm serving primarily individual clients and their families, and it may also advise entities such as foundations, charities, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, comprehensive financial planning (including tax and estate considerations), retirement plan consulting, and standalone consulting, managing approximately $52.1 million in client assets as of December 31, 2025.
The firm emphasizes tailored plans and diversified asset allocation rather than a one-size-fits-all model, using a mix of equities, fixed income, options, mutual funds, ETFs, structured notes, and third‑party money managers as appropriate to clients’ goals and risk tolerances. Investment decisions are guided by fundamental and technical analysis, periodic account reviews, and, when used, discretionary arrangements with third‑party managers; the firm also maintains a custodial relationship with a major broker‑dealer for trade execution and account administration.
What is notable about the firm is its vertical connections to other financial service businesses: principals have ownership interests in an affiliated insurance agency that sells insurance products and in an affiliated accounting firm that provides tax and bookkeeping services, and the advisory practice refers clients to those affiliates. Those affiliations, along with disclosed fee‑sharing or referral arrangements with third‑party managers and receipt of custodial economic benefits, are identified in the brochure as potential conflicts of interest that the firm seeks to address through disclosure, its code of ethics, and client‑centered selection policies.
Client services
Expertise
Fee options
Financial planning and consulting fixed fees range from $1,000 to $10,000.
$0 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.90% annually $2,000,000 - $3,000,000: 0.80% annually $3,000,000+: 0.70% annually
Certain individuals are licensed insurance agents and may earn commissions on insurance product sales.
Financial planning and consulting fees range from $100 to $350 per hour.
Account minimum: No requirements to open or maintain a managed account Fee-only: Fee-only registered investment advisor; no commissions on portfolio management services.
Main office
North Potomac MD
Advisors at this office
1
Most active in
Maryland · Texas · Virginia
Also doing business as
D&S Wealth Management Group · D&S Wealth Management Group, LLC
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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
Advisors at this firm
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