Firm
Equip Advisory
Baltimore, Maryland
Fee-only
Equip Advisory 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 50 individual clients.
- Its ongoing planning fee starts at $2,400 a year, below the Maryland median of $3,800.
- Its hourly rate of $300 is in line with the Maryland median of $300.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Baltimore, Maryland |
|---|---|
| Website | equipadvisory.com |
| [email protected] | |
| Phone | (443) 475-0456 |
Equip Advisory 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 $2,400 a year |
|---|---|
| One-time plan | From $1,000 |
| Hourly | $300 an hour |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"The Foundation: $200-300/mo" source
"Comprehensive Financial Plan: $1,000-$1,500 one-time fee (by annual income)" source
"Hourly Financial Planning and Career Coaching: $300-450/hour (by annual income)" source
"The cost for this service is a percentage fee based on Assets Under Management (AUM)." 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 |
|---|---|
| Individual clients | 50 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 331323 |