Firm
Cadence Planning LLC
Frederick, Maryland
Fee-only
Cadence Planning LLC 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 11 individual clients, 5 of them high net worth.
- Its average account is about $353,000 (assets it manages divided by its 34 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the Maryland median of $3,800.
- It works with clients virtually as well as in person.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Frederick, Maryland |
|---|---|
| Website | cadenceplanningllc.com |
| [email protected] | |
| Phone | (301) 371-5104 |
Cadence Planning LLC 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.
| Ongoing planning | From $6,000 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"Net Worth < $1,000,000 $6,000 - $8,000" 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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $12 million |
| Individual clients | 6 |
| High-net-worth clients | 5 |
| Accounts managed | 34 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 6, 2026 |
| SEC record | CRD 319663 |