# Liz Plot

> Liz Plot is a fee-only financial advisor at Primas Financial Planning in Columbia, Maryland, who holds the CFP, ChFC and AFC credentials. Liz charges an ongoing planning fee and a one-time planning fee (ongoing planning from $3,000 a year and one-time plans from $400) and focuses on student loans, small business owners and tax planning.

Page: https://find.wellspent.co/advisors/liz-plot/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Primas Financial Planning
- **Based in:** Columbia, Maryland
- **Fee model:** Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $3,000 a year; one-time plans from $400
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP, ChFC, AFC, EA
- **Specialties:** Student loans, Small business owners, Tax planning, Estate & legacy planning, Retirement planning
- **Works with:** Early-career professionals, Tech employees
- **Firm size:** 1 employee
- **Website:** http://primasfp.com

## Frequently asked questions

### Is Liz Plot a fee-only financial advisor?

Yes. Liz Plot is listed in the XY Planning Network directory (XYPN members are fee-only).

### How does Liz Plot charge for financial advice?

Liz Plot charges an ongoing planning fee and a one-time planning fee.

### How much does Liz Plot charge?

According to Primas Financial Planning's website, checked October 28, 2026: ongoing planning from $3,000 a year; one-time plans from $400.

### Where is Liz Plot based?

Liz Plot is based in Columbia, Maryland.

### What does Liz Plot specialize in?

Liz Plot's specialties include student loans, small business owners, tax planning, estate & legacy planning and retirement planning. Liz works with early-career professionals and tech employees.

### What credentials does Liz Plot hold?

Liz Plot holds the CFP, ChFC, AFC and EA credentials.

### How do I contact Liz Plot?

Through Liz Plot's website, primasfp.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/liz-plot-10436): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.primasfp.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.