Firm
Primas Financial Planning
Columbia, Maryland
Fee-only
Primas Financial Planning 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 31 individual clients, 1 of them high net worth.
- Its ongoing planning fee starts at $3,000 a year, below the Maryland median of $3,800.
- Its website says it's taking new clients.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Columbia, Maryland |
|---|---|
| Website | primasfp.com |
| [email protected] | |
| Phone | (443) 842-6933 |
Primas Financial Planning 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 $3,000 a year |
|---|---|
| One-time plan | From $400 |
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"The base fee starts at:" source
"New Client: Single $400" source
"The monthly planning fee starts on the 1st or 15th following the initial client meeting." source
"The upfront planning fee is due at the start of the financial planning relationship and is a one-time fee" 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 30 |
| High-net-worth clients | 1 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 28, 2026 |
| SEC record | CRD 322841 |