Thomas B. Conway, CFP®, JD CONNEMARA GROUP LLC
- 11300 ROCKVILLE PIKE STE 712 SUITE 400 , ROCKVILLE, MD 20852
- (301) 321-3600
About Thomas B. Conway, JD, CFP®, CIMA®, CPWA®, AIF®, AEP®, CLU®, RICP®, CRC®, RMA®, CAP®
Hi, I’m Tom. Whether you are just getting started or are approaching retirement, call us. With top credentials, decades of experience and cutting-edge technology, we have what it takes. We work with a wide variety of bright, interesting and well-educated clients including young and mid-career professionals as well as high-net-worth pre-retirees and retirees in the public, private and not-for-profit sectors. We meet in-person in our offices in Rockville MD and in locations in Washington DC and Tysons Corner VA. We also work virtually both nationally as well as internationally. We are fee-for-service and charge a flat fee for all initial work. Clients can then choose to engage us for ongoing service and support or return on an as-needed basis.
- Baby Boomers
- Business Executives
- Medical Professionals
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Initial Review Fee: $5,995+
- Follow-Up Review Fee: $2,995+
- Hourly Review Fee: $1,195 min.
- Optional Monthly Service & Support: $100+/moComprehensive planning: $0 – $150/mth
Depending on the amount of assets under management.
- One-time project: $150 – $250/hr
Depending on complexity and scope of engagement.