Firm
BRC Financial Planning
Owings Mills, Maryland
Fee-only
BRC Financial Planning at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 44 individual clients.
- Its average account is about $95,000 (assets it manages divided by its 44 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Owings Mills, Maryland |
|---|---|
| Phone | (410) 908-5808 |
BRC Financial Planning fees
BRC Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $4 million |
| Individual clients | 44 |
| Accounts managed | 44 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 20, 2026 |
| SEC record | CRD 334891 |
Advisors at this firm (1)
Other fee-only firms in Maryland
- Brightpath Wealth Advisors · Crofton
- Bryant Financial Advisory · Baltimore
- Bush River Trust · Hunt Valley
- Buttonwood Financial Advisors · Baltimore
- Cadence Planning LLC · Frederick
- Calabash Asset Management · North Potomac Md
- Calvert Wealth Management · Dunkirk
- Capital Investment Management · Sykesville