Firm
Money Plans
Silver Spring, Maryland
Fee-only
Money Plans at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here, who holds the BS.
- Its Form ADV reports 1 employee and 46 individual clients, 35 of them high net worth.
- Its average account is about $794,000 (assets it manages divided by its 136 accounts).
- Its hourly rate of $315 is in line with the Maryland median of $300.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Silver Spring, Maryland |
|---|---|
| Website | moneyplans.com |
| [email protected] | |
| Phone | (301) 589-4250 |
Money Plans 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.
| One-time plan | From $500 |
|---|---|
| Hourly | $315 an hour |
| Asset-based fee | 1.5% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"From $500 to $4,150 (depending on amount and type of assets)." source
"Planning for retirees who need a "do-over": $750 plus hourly rate of $315." source
"First $200,000 of assets: 1.5% annually." source
"Fees for wealth management are calculated as an annual percentage of assets under management" 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 | $108 million |
| Individual clients | 11 |
| High-net-worth clients | 35 |
| Accounts managed | 136 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-25959) |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 104694 |