Entelechy
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$253,321,763
Total clients
80
75% high-net worth
Total advisors
1
of 1 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
80
Average account size
$3,166,522
About
Entelechy provides advisory services to individuals, retirement plans, trusts, estates, charitable organizations and business entities, delivering comprehensive financial planning, ongoing investment management, tax preparation and consulting, and educational seminars or speaking engagements. The firm’s brochure describes both project-based and ongoing engagements, including a bundled Financial Life Management service that combines continuous planning, portfolio management, and standard tax return preparation.
The firm emphasizes a primarily passive investment approach, building diversified portfolios from index mutual funds and exchange-traded funds and implementing client-specific investment policies based on objectives, time horizons, and risk tolerance. Entelechy typically manages client accounts on a discretionary basis and integrates financial planning with tax considerations and implementation oversight.
What distinguishes Entelechy from many peers is its scale and service mix: a single-advisor practice overseeing more than $250 million in discretionary assets for roughly 80 clients, plus an advisor credentialed as an Enrolled Agent and CFP which supports in-house tax preparation and tax consulting as part of client services. The brochure also notes the firm’s use of Schwab’s institutional platform, the availability of seminars and speaking engagements, and directs readers to the firm website and the SEC’s IAPD site for additional information and third‑party materials referenced in firm disclosures.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
Financial Planning fixed fee projects $250 - $10,000; Initial consultation fixed fee $0 - $500; Tax Preparation fixed fee $350 - $5,000; Tax Consulting fixed fee $250 - $10,000; Educational seminars fixed fee $0 - $20,000 per event or $0 - $500 per participant.
All+: 0.50% annually
Financial Planning hourly fee $250 per hour; Tax Preparation and Consulting hourly rate $250 per hour.
Fee-only: Financial Life Management flat annual fee of $6,000 - $20,000, prorated and paid monthly or quarterly; Comprehensive Financial Planning initial fee $1,500 - $10,000 plus ongoing annual fee $1,200 - $10,000; Financial Planning fixed fee projects $250 - $10,000; Tax Preparation fixed fee $350 - $5,000; Tax Consulting fixed fee $250 - $10,000 or hourly.
Main office location
Entelechy
Rockville MD, United States
Number of offices
2
Most active in
Entelechy has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Maryland · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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