Ivy League Financial Advisors LLC

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Client assets under management

$184,453,741

Clients

102

63% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,808,370

About

Ivy League Financial Advisors LLC advises individuals (including high‑net‑worth clients), pension and profit‑sharing plans, business entities, trusts, estates, and charitable organizations, managing roughly $188.7 million for about 102 clients through a three‑advisor team. The firm offers discretionary and non‑discretionary portfolio management, standalone financial planning and implementation services, and retirement plan consulting for plan sponsors and trustees.

The firm establishes a written investment policy statement (IPS) with each client and implements either “Growth” portfolios built principally with diversified mutual funds, ETFs and individual bonds or “Withdrawal” portfolios that hold multi‑year cash reserves and more conservative allocations to support income needs. Portfolios are monitored on an ongoing basis and, for retirement plans, the firm provides selection and monitoring of investment lineups and participant education to assist plan participants in their investment decisions.

The brochure discloses some practices that are less common among peers: the firm may engage compensated promoters to introduce prospective clients and uses third‑party aggregation/reporting platforms (for example, ByAllAccounts) and custodial support that can include marketing and educational events, which it notes can create potential conflicts of interest. It also highlights the use of Dimensional Fund Advisors funds that are generally available only through approved advisers and explicitly discloses ERISA fiduciary engagements and participant education as part of its retirement plan services, features that are relatively uncommon among similar firms.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Advice on matters not involving securities.

Expertise

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Fee options

Fixed

Standalone financial planning and consulting fixed fees generally range from $5,000 to $50,000.

Percentage

$0 - $500,000: 1.25% $500,000 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.85% $5,000,000 - $10,000,000: 0.70% $10,000,000+: 0.60%

Project-based

Hourly rates range from $250 to $750 depending on service and professional.

Other

Fee-only: Financial planning and consulting fees generally range from $5,000 to $50,000 (fixed fee), and $250 to $750 per hour; Financial Planning Implementation fees from $250 to $750 per hour or 0.25% annually of assets under advice; Retirement Plan Consulting fees range from $250 to $750 per hour; Investment advisory fees based on AUM tiers.

Main office location

Ivy League Financial Advisors LLC

11 North Washington Street, Suite 250

Rockville MD 20850, United States

Number of offices

Most active in

California · District of Columbia · Maryland · Virginia

Disclosures

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

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 301-258-1300

Advisors at this firm

Matthew S

CFP®, Series 65

Rockville, MD

Ivy League Financial Advisors LLC

Matthew Sanchez is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Ivy League Financial Advisors LLC since 2019, following prior roles at The Wealth Consulting Group and Pinnacle Advisory Group. Ivy League Financial Advisors LLC serves individuals, high-net-worth clients, and institutional clients such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with an investment approach that includes constructing Growth or Withdrawal portfolios across various asset classes and providing trustee-directed ERISA services and participant education.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Lisa C

CFP®

Rockville, MD

Ivy League Financial Advisors LLC

Lisa Crivella is a CFP® professional with 20 years of experience at Ivy League Financial Advisors LLC in Rockville, MD. She has been with the firm since 2006. Ivy League Financial Advisors LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides portfolio management, financial planning, and retirement plan consulting, with a focus on documented client objectives and ongoing account monitoring and rebalancing.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Christopher B

CFP®, Series 63, Series 65

Rockville, MD

Ivy League Financial Advisors LLC

Christopher Brown is a CFP® professional with 23 years of experience in financial advising. He has been with Ivy League Financial Advisors LLC, formerly Commonwealth Advisory, since 1999. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. Ivy League Financial Advisors provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing documented client objectives and ongoing portfolio monitoring and rebalancing.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

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