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Financial Advisors

AEGIS WEALTH

Financial Advisor serving Bethesda, Maryland · 1 of 61 financial advisors in the area

📍 6903 ROCKLEDGE DRIVE, BETHESDA, MD 20817
📞 (301) 664-••••
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📍 6903 ROCKLEDGE DRIVE, BETHESDA, MD 20817

About AEGIS WEALTH

AEGIS WEALTH is a financial advisor located in Bethesda, Maryland. As a local financial advisor, they serve Bethesda and surrounding communities in Maryland. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Bethesda should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Maryland securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Bethesda

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Bethesda may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Bethesda

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
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Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Bethesda?
Financial Advisors in Bethesda typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Bethesda?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 61 financial advisors in Bethesda to choose from.
Does AEGIS WEALTH offer free quotes?
Contact AEGIS WEALTH directly to ask about free estimates. You can also request a quote through ProHorizon.

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TRUMBOWER FINANCIAL ADVISORS LLC

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FBB CAPITAL PARTNERS

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