Elizabeth Plot
Primas Financial Planning · Columbia, Maryland
Elizabeth Plot is a fee-only financial advisor at Primas Financial Planning in Columbia, Maryland, who holds the AFC, CFP and ChFC credentials. Primas Financial Planning reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Primas Financial Planning |
|---|---|
| Based in | Columbia, Maryland |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Credentials | AFC · CFP · ChFC · EA |
| SEC registration | Investment adviser representative in MD, TX · CRD 7032827 |
| Firm size | 1 employee |
| Disclosures | None reported |
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Questions about Elizabeth
Is Elizabeth Plot a fee-only financial advisor?
Yes. Elizabeth Plot is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Elizabeth's firm.
How does Elizabeth charge for financial advice?
Elizabeth's firm, Primas Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Elizabeth Plot based?
Elizabeth Plot is based in Columbia, Maryland.
What credentials does Elizabeth Plot hold?
Elizabeth Plot holds the AFC, CFP, ChFC and EA credentials.
Is Elizabeth Plot registered with the SEC?
Yes. Elizabeth Plot is registered as an investment adviser representative in MD and TX (CRD 7032827), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Elizabeth Plot?
Contact details aren't on file yet. Search for Primas Financial Planning.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Columbia
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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