Firm
Plimsoll Financial Planning
Hoover, Alabama
Fee-only
Facts
| Based in | Hoover, Alabama |
|---|---|
| Website | plimsollfp.com |
| Phone | (205) 440-2125 |
Plimsoll Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,000 a year |
|---|---|
| One-time plan | From $600 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"If you’re a medical resident or fellow, it’s $2,000." source
"One Meeting projects address a single issue and cost $600." source
"Ongoing Financial Planning costs $4,200 a year." 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 · Fixed fees |
|---|---|
| Assets managed | $11 million |
| Individual clients | 8 |
| Financial planning | Offered |
| Form ADV filed | April 1, 2026 |
| SEC record | CRD 285993 |