Wealthwyzr, LLC
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About
Wealthwyzr, LLC is a fee-only independent advisory firm that provides comprehensive financial planning to individuals and high‑net‑worth individuals through ongoing and project‑based engagements. The firm delivers written financial plans and related advice but does not provide discretionary portfolio management, does not manage client assets, and does not accept custody.
In its recommendations, Wealthwyzr emphasizes asset allocation and may use both fundamental and technical analysis when suggesting mutual funds, ETFs, and other securities, with attention to manager track records, underlying holdings, liquidity, and tax efficiency. Rather than charging percentage‑of‑assets fees, the firm is compensated through fixed, hourly, and recurring planning fees and clients implement recommended trades through their chosen custodians.
Noteworthy differences from many peers include the firm’s offering of educational seminars and speaking engagements as a formal non‑advisory service and its very small client base managed by a single principal who holds CFA and CFP credentials and has prior investment operations and compliance experience. The brochure discloses the principal’s substantive outside role at another organization and notes that the firm’s lack of trading activity for clients is a mitigating factor for potential conflicts with market‑hours availability.
Client services
Expertise
Fee options
Fixed fees for Project-Based Financial Planning from $500 to $10,000; Seminar fees $500 - $10,000
Hourly rate of $500 for Project-Based Financial Planning
Minimum fee: Initial fee of $500 - $10,000 for financial plans Fee-only: Ongoing Financial Planning: $6,000 - $12,000 annually, paid monthly or quarterly; Project-Based Financial Planning: fixed fees $500 - $10,000 or hourly $500/hour; Educational Seminars: $500 - $10,000 per seminar
Main office
Ellicott City MD
Advisors at this office
1
Most active in
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
Quick links
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