Mabery Consulting, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,136,751
Clients
18
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
18
LowAverage account size
$63,153
About
Mabery Consulting serves individual clients and also works with charitable organizations and businesses, providing investment management alongside a range of financial planning services. The firm’s planning offerings include ongoing and project-based plans, mini-sessions, and hourly engagements, and it provides limited tax guidance as part of its advisory work.
The firm’s investment approach is primarily passive, building portfolios from index mutual funds and ETFs and implementing client-specific Investment Policy Statements to align asset allocation with stated goals and risk tolerance. Mabery Consulting operates as a virtual practice and works collaboratively with clients to monitor plans and accounts while expressly excluding market timing, FIRE strategies, and advice on digital currencies.
What is distinctive about the firm is its educational role: it offers seminars and speaking engagements (sometimes pro bono) and the principal teaches financial planning courses at academic institutions. The firm also uses multiple service delivery formats and integrates comprehensive financial planning into its advisory relationships for clients who meet the firm’s asset threshold, a structure that is less common among peer independent advisers.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
Retirement income strategy
General estate planning guidance
Cash flow / budgeting
Fee options
Project-based financial planning: $4,500 to $5,500; Mini Financial Planning Session: $1,000 per issue for single individual, $2,000 for couple; initial fee of up to $500 included in comprehensive planning; cancellation fee $100.
$0 - $99,999: Flat $1,000 annually $100,000+: 1% annually
Financial planning hourly fee of $250 per hour with a $500 minimum
Minimum fee: Flat $1,000 annually for accounts below $100,000 Fee-only: Investment management fees based on assets under management; financial planning fees are fixed or hourly; no commissions accepted.
Main office location
Mabery Consulting, LLC
Washington DC, United States
Number of offices
1
Most active in
Mabery Consulting, LLC has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Maryland
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:
-
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
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")