&wealth Partners

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Client assets under management

$389,567,561

Clients

73% high-net worth

Advisors

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Very Low

Average account size

$4,057,995

About

&Wealth Partners provides financial planning, consulting, and investment management to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm is SEC-registered and offers engagements on a fixed-fee, hourly, or asset-based advisory basis.

The firm typically manages client portfolios on a discretionary basis and principally allocates assets to independent investment managers and exchange-traded funds, applying fundamental analysis with both long- and short-term strategies. It conducts ongoing monitoring with semi-annual formal reviews, recommends a national custodian for execution and custody, and explicitly includes cash and cash equivalents in assets used to calculate advisory fees.

Noteworthy features include a relatively large asset base—just over $500 million—managed by a compact advisory team, and the regular use of third-party independent managers as part of its investment program. The firm also offers substantial fixed-fee planning engagements, maintains custody capabilities via client-authorized third-party money-movement arrangements, and does not accept proxy-voting authority for client securities, practices that distinguish it from many peers.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management

Fee options

Fixed

Fixed fees generally range from $10,000 to $500,000 on a fixed fee basis

Percentage

1.00% annually

Project-based

Hourly fees range from $300 to $1,000 per hour

Other

Minimum fee: Minimum annual fee of $10,000 Fee-only: Fixed fees ranging from $10,000 to $500,000; hourly fees from $300 to $1,000 per hour

Main office location

&wealth Partners

1629 Thames Street, Suite 300

Baltimore MD 21231, United States

Number of offices

Most active in

Florida · Illinois · Maryland · New Hampshire · New York

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 X Instagram Website 410-844-3300

Advisors at this firm

Callie B

CFP®

Baltimore, MD

&wealth Partners

Callie Brooks is a CFP® professional with two years of experience in financial advising, currently with &Wealth Partners in Baltimore, MD. Prior to joining &Wealth Partners, she worked at Comerica Bank and Wells Fargo Bank, N.A., among other roles in property management and academia. &Wealth Partners provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages assets for both high-net-worth and non-HNW clients, utilizing a combination of Independent Managers and ETFs with tailored portfolio management strategies.

Wealth management

Dorie F

CFP®, Series 63, Series 65

Baltimore, MD

&wealth Partners

Dorie Fain is a CFP® professional with 24 years of experience in financial advising, currently serving at &Wealth Partners since 2009. She holds Series 63 and Series 65 licenses and is based in Baltimore, MD. &Wealth Partners provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages over $470 million for both high-net-worth and non-HNW clients through a three-advisor team, employing fundamental analysis and a mix of long- and short-term security purchases.

Wealth management

Natalie S

Series 65

Baltimore, MD

&wealth Partners

Natalie Sherman is a Series 65-licensed financial advisor at &Wealth Partners with five years of industry experience. She previously worked for Gallagher Evelius & Jones LLP for ten years before joining &Wealth Partners in 2020. Sherman serves on the boards of several Baltimore-based educational and arts organizations, including the Baltimore School for the Arts Foundation and the Chesapeake Bay Outward Bound School. &Wealth Partners provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages over $470 million for 103 clients, using a combination of discretionary and non-discretionary portfolio management with a focus on fundamental analysis and diversified asset allocation.

Wealth management

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