Picket Fence Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$43,971,834
Clients
91
Advisors
1
of 2 employees
About
Picket Fence Financial serves individual clients (both high‑net‑worth and non‑HNW), as well as trusts, estates, retirement plans, charitable organizations and small businesses. The firm is a fee‑only registered investment adviser that manages roughly $50.5 million on a discretionary basis for about 91 clients and also offers comprehensive financial planning and retirement‑plan consulting.
Investment management is implemented through eight model portfolios built primarily with exchange‑traded funds, index funds and no‑load mutual funds, and allocations are tailored to each client’s goals and a documented Client Investment Policy Statement. The firm describes a modern‑portfolio‑theory approach that emphasizes client risk tolerance, fundamental analysis supported by technical indicators, and use of Morningstar research and monitoring to guide implementation and rebalancing.
Distinctive features for a small, solo‑advisor firm include a formal retirement plan consulting practice — covering platform searches, plan benchmarking, participant education and the ability to act in a discretionary ERISA fiduciary role for some services — alongside individual wealth management. The firm also operates as a CFP®‑credentialed, fee‑only practice with multiple offices and discloses implementation considerations such as IRA rollover conflicts and a recommended custodial relationship.
Client services
Expertise
Fee options
Comprehensive financial planning fixed fee ranging from $3,000 to $10,000
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
$200 per hour for financial planning services
Account minimum: $200,000 (generally) with possible waivers for smaller accounts Fee-only: Financial planning offered as fixed fees ($3,000 to $10,000 initial engagement) or hourly ($200/hour, 3-hour minimum)
Main office
2012 Rock Spring Rd.
Forest Hill MD 21050, United States
Most active in
Florida · Maryland · Texas
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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