Firm
Atlantic Financial Planning
Washington, District of Columbia
Fee-only
Atlantic Financial Planning at a glance
- One of 24 fee-only firms based in District of Columbia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
Facts
| Based in | Washington, District of Columbia |
|---|---|
| Website | atlanticfinancialplan.com |
| [email protected] | |
| Phone | (443) 822-5615 |
Atlantic Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $840 |
|---|---|
| Hourly | $280 an hour |
| Account minimum | None |
| How it charges | Hourly · One-time plans or projects · Ongoing planning fee |
In the firm's words
"All work is performed at an hourly rate of $280." source
"Investment Planning $840 – $1,120" source
"There are no net worth or income minimums." source
"All work is performed at an hourly rate of $280." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly |
|---|---|
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | June 26, 2025 |
| SEC record | CRD 159162 |