Firm
Planning for Progress
Silver Spring, Maryland
Fee-only
Planning for Progress 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 55 individual clients, 12 of them high net worth.
- Its average account is about $116,000 (assets it manages divided by its 227 accounts).
- Its ongoing planning fee starts at $4,000 a year, in line with the Maryland median of $3,800.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Silver Spring, Maryland |
|---|---|
| Website | planningforprogress.com |
| [email protected] | |
| Phone | (301) 202-4699 |
Planning for Progress 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.
| Ongoing planning | From $4,000 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"My minimum fee for new clients is $4000 for individuals and $4500 for couples" source
"Ongoing planning fees are billed in quarterly increments" 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 | $26 million |
| Individual clients | 43 |
| High-net-worth clients | 12 |
| Accounts managed | 227 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 11, 2026 |
| SEC record | CRD 286486 |