Personal Financial Partners

Personal Financial Partners at a glance

• One of 195 fee-only firms based in Maryland in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 1 employee and 57 individual clients, 5 of them high net worth.
• Its average account is about $107,000 (assets it manages divided by its 197 accounts).

Fee-only advisors in Maryland · What fee-only advisors charge in Maryland

Facts

Personal Financial Partners fees

Personal Financial Partners 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

Advisors at this firm (2)

• Sergio Abarca

  CFP

• Sergio Abarca Fuente

  CFP

Other fee-only firms in Chevy Chase

• Plotkin Financial Advisors
• TritonPoint Wealth
• Wellington Capital Management
• Binnacle Financial Group
• Carderock Capital Management
• Inaltis Capital Management
• Intervest
• MG Capital Partners

Fee-only advisors in Maryland