Liz Plot
Primas Financial Planning · Columbia, Maryland
Liz Plot is a fee-only financial advisor at Primas Financial Planning in Columbia, Maryland, who holds the CFP, ChFC and AFC credentials.
- $3,000
- Ongoing planning, per year, from
- $400
- One-time plan, from
What Liz focuses on
Who Liz works with
- Early-career professionals
- Tech employees
How does Liz's firm compare?
-
Ongoing planning starts at $3,000 a year, below the Maryland median of $3,800 for fee-only firms that publish prices.
-
A one-time plan starts at $400, below the Maryland median of $830 for fee-only firms that publish prices.
Questions about Liz
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Credentials | CFP · ChFC · AFC · EA |
| Firm size | 1 employee |
| Website | primasfp.com |
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Other fee-only advisors in Columbia
Other advisors in Maryland who focus on student loans
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Primas Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- 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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