Contact us for fees
Depending on the case, we offer different annual fees. We are extremely transparent and educate our clients on the total fees they will be paying based on the investment strategy they select. This includes internal expenses that are rarely disclosed to clients. Contact us to compare your current all-in fees versus your all-in fees with Community Whealth. We almost always beat our competitors on fees.
Book an appointment
Use the form below to tell us about your planning inquiry, and we’ll call you back to schedule an appointment. Please be as detailed as possible. To help us best serve your inquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment. Our general response time is one business day.
1101 Wootton Parkway, Suiter 980, Rockville, MD 20853
Monday - Friday
9AM - 6PM