Piedmont Financial Consulting
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,860
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$6,430
About
Piedmont Financial Consulting serves individuals, high-net-worth individuals and small businesses with comprehensive and a la carte financial planning, investment management, and public financial workshops. The firm operates as a single-advisor practice and, per its ADV, reports modest assets under management as of the filing.
The firm’s investment approach emphasizes passive management through diversified allocations to index mutual funds and exchange-traded funds, with a focus on low internal fund costs and tax efficiency. Piedmont pairs investment management with a required comprehensive financial plan, conducts regular monthly check‑ins and an annual review, and implements trades on an individual basis while using Altruist as its custody and model‑marketplace provider.
What is noteworthy in the brochure is the combination of services typically offered by larger teams — public educational workshops and explicit service to small business clients — delivered from a solo practitioner model. The firm also highlights operational policies that distinguish its practice, including a formal requirement to complete a comprehensive plan before managing assets, the use of an institutional custodian relationship that provides model portfolios and digital tools, and a choice not to aggregate (block) trades.
Client services
Expertise
Fee options
Comprehensive financial planning: $1500 per year; General financial planning: $400 to $900 depending on complexity; Financial workshops: $50 per individual session; Group workshops: $30 per person (minimum 4 attendees)
<$150,000 - $249,999: 0.50% $250,000 - $416,665: 0.40% $416,666 - $749,999: 0.30% $750,000+: 0.20%
Main office location
Piedmont Financial Consulting
14502 Greenview Drive, Suite 500
Laurel MD 20708, United States
Number of offices
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
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