Fee-only adviser · Silver Spring, MD
Audible Wealth Management
Audible Wealth Management is a fee-only investment adviser registered with the securities regulators of California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Maryland, North Carolina, New York, Ohio, Oregon, Pennsylvania, South Carolina, Virginia, West Virginia, with its main office in Silver Spring, Maryland. On its latest Form ADV, filed September 8, 2026, it reports $76M in regulatory assets under management, 505 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Maryland, North Carolina, New York, Ohio, Oregon, Pennsylvania, South Carolina, Virginia, West Virginia |
|---|---|
| Firm CRD number | 325559 |
| Office | 8455 Colesville Road Suite 900 Silver Spring, MD 20910 |
| Phone | (202) 430-5227 |
| Website | www.audiblewealth.com |
| Regulatory assets under management | $76M |
| Individual clients | 495 non-high-net-worth, 10 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 8, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Silver Spring
- BNB Wealth Mangagement, LLC $265M
- Money Plans $108M
See all 3 fee-only advisers in Silver Spring →
Nearby
- Takoma Park 2 firms
- Chevy Chase 9 firms
- Bethesda 35 firms
- College Park 1 firm
- North Bethesda 4 firms
- Washington 21 firms
- Cabin John 1 firm
- Beltsville 1 firm
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