Firm
OnPlane Financial Advisors
Poolesville, Maryland
Fee-only
OnPlane Financial Advisors 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 39 individual clients, 35 of them high net worth.
- Its average account is about $424,000 (assets it manages divided by its 142 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Poolesville, Maryland |
|---|---|
| Website | onplanefinancial.com |
| Phone | (703) 856-7979 |
OnPlane Financial Advisors fees
OnPlane Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 | Fixed fees |
|---|---|
| Assets managed | $60 million |
| Individual clients | 4 |
| High-net-worth clients | 35 |
| Accounts managed | 142 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 300073 |
Advisors at this firm (1)
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