Firm
Dependent Financial Planning
Edgewater, Maryland
Fee-only
Dependent 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 86 individual clients, 20 of them high net worth.
- Its average account is about $263,000 (assets it manages divided by its 180 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Edgewater, Maryland |
|---|---|
| Website | dependentfinancialplanning.com |
| Phone | (667) 407-1065 |
Dependent Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.9% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$0 - $50,000 0.90%" source
"$3,000,001 and Above 0.70%" source
"$50,001 - $2,000,000 1.00%" source
"Our investment management fee is based on a percentage of assets under management and is negotiable." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $47 million |
| Individual clients | 66 |
| High-net-worth clients | 20 |
| Accounts managed | 180 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | August 3, 2026 |
| SEC record | CRD 330273 |