Firm
Instar Financial Planning, LLC
Fallston, Maryland
Fee-only
Instar Financial 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 19 employees and 368 individual clients, 56 of them high net worth.
- Its average account is about $83,000 (assets it manages divided by its 1,228 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Fallston, Maryland |
|---|---|
| Website | instarfp.com |
| [email protected] | |
| Phone | (410) 877-6441 |
Instar Financial 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.
| Account minimum | None |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"There is no minimum investment requirement." source
"We will meet 4 times over the course of 6 months to address your specific planning goals and needs." 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 | $102 million |
| Individual clients | 312 |
| High-net-worth clients | 56 |
| Accounts managed | 1,228 |
| Employees | 19 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-128361) |
| Financial planning | Offered |
| Form ADV filed | October 7, 2026 |
| SEC record | CRD 327176 |
Advisors at this firm (1)
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