Piedmont Financial Consulting
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Piedmont Financial Consulting serves individuals, high-net-worth individuals and small businesses with comprehensive and a la carte financial planning, investment management, and public financial workshops. The firm operates as a single-advisor practice and, per its ADV, reports modest assets under management as of the filing.
The firm’s investment approach emphasizes passive management through diversified allocations to index mutual funds and exchange-traded funds, with a focus on low internal fund costs and tax efficiency. Piedmont pairs investment management with a required comprehensive financial plan, conducts regular monthly check‑ins and an annual review, and implements trades on an individual basis while using Altruist as its custody and model‑marketplace provider.
What is noteworthy in the brochure is the combination of services typically offered by larger teams — public educational workshops and explicit service to small business clients — delivered from a solo practitioner model. The firm also highlights operational policies that distinguish its practice, including a formal requirement to complete a comprehensive plan before managing assets, the use of an institutional custodian relationship that provides model portfolios and digital tools, and a choice not to aggregate (block) trades.
Client services
Expertise
Fee options
Comprehensive financial planning: $1500 per year; General financial planning: $400 to $900 depending on complexity; Financial workshops: $50 per individual session; Group workshops: $30 per person (minimum 4 attendees)
<$150,000 - $249,999: 0.50% $250,000 - $416,665: 0.40% $416,666 - $749,999: 0.30% $750,000+: 0.20%
Main office
14502 Greenview Drive, Suite 500
Laurel MD 20708
Advisors at this office
1
Most active in
Maryland
Also doing business as
Piedmont Financial Consulting · The Piedmont Financial Consulting 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 not 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.
-
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
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)