Calvert Wealth Management

Name: Calvert Wealth Management
Address: 3175, Ward Road, Dunkirk, MD, 20754, dunkirk, MD, US
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Dunkirk, Maryland · 1 of 2 financial advisors in the area

📍 3175, Ward Road, Dunkirk, MD, 20754

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📍 3175, Ward Road, Dunkirk, MD, 20754

About Calvert Wealth Management

Calvert Wealth Management is a financial advisor located in Dunkirk, Maryland. As a local financial advisor, they serve Dunkirk and surrounding communities in Maryland. Contact them through ProHorizon for a free quote.

Financial professionals in Dunkirk 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 Dunkirk

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% 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 Dunkirk may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Dunkirk

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Dunkirk?

Financial Advisors in Dunkirk 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 Dunkirk?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 2 financial advisors in Dunkirk to choose from.

Does Calvert Wealth Management offer free quotes?

Contact Calvert Wealth Management directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Dunkirk

CALVERT WEALTH MANAGEMENT, INC.

3175 WEST WARD ROAD, DUNKIRK, MD 20754