Mabery Consulting, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mabery Consulting serves individuals as well as charitable organizations and businesses with a mix of discretionary investment management and financial planning services. Offerings span ongoing comprehensive planning, project-based plans, hourly and mini planning sessions, limited tax guidance, and educational seminars or speaking engagements.
The firm follows a passive investment approach, building diversified portfolios using index funds and ETFs and documenting client objectives in an investment policy statement to guide discretionary management. Client work is delivered virtually via video, email, and electronic signatures, and the adviser coordinates with outside tax or legal professionals when specialized advice is needed.
What is distinctive about the firm is its formal seminar and speaker program—an uncommon service among peers—which is educational in nature, may be fee-based or provided pro‑bono, and is kept separate from individualized advice. The firm also emphasizes credentials and teaching activity in college planning and offers multiple low‑touch planning products (mini sessions and hourly consulting) that accommodate clients seeking targeted, time‑limited guidance.
Client services
Expertise
Fee options
Fixed fees ranging from $4,500 to $5,500 for project-based (financial plan only), $1,000 for mini financial planning session per issue; $500 initial fee included in ongoing financial planning or project fees
$0 - $100,000: flat $1,000 annually $100,000+: 1% annually
$250 per hour for financial planning services, with a minimum charge of $500
Ongoing comprehensive financial planning fees paid monthly in arrears starting at $375; negotiated per client
Minimum fee: $1,000 flat annual fee for accounts below $100,000 Fee-only: Comprehensive Financial Planning fees ranging from $4,500 to $5,500 fixed fee; Mini Financial Planning Sessions at $1,000 per issue (single individual) or $2,000 (couple); Financial Planning hourly fees at $250 per hour with $500 minimum
Main office
Washington DC
Advisors at this office
1
Most active in
District of Columbia · Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
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