Firm
Intero Financial Planning
Parkton, Maryland
Fee-only
Intero 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 114 individual clients, 11 of them high net worth.
- Its average account is about $142,000 (assets it manages divided by its 313 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Parkton, Maryland |
|---|---|
| Website | interofp.com |
| Phone | (410) 458-6098 |
Intero Financial Planning fees
Intero Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects, ongoing planning fee. 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 | $44 million |
| Individual clients | 103 |
| High-net-worth clients | 11 |
| Accounts managed | 313 |
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 304573 |
Advisors at this firm (1)
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