Firm
Scheibel Planning Solutions
Crownsville, Maryland
Fee-only
Scheibel Planning Solutions at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 32 individual clients, 8 of them high net worth.
- Its average account is about $225,000 (assets it manages divided by its 159 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Crownsville, Maryland |
|---|---|
| Website | scheibelplanningsolutions.com |
| Phone | (443) 491-9370 |
Scheibel Planning Solutions 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.
| Account minimum | $500,000 |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"you have at least $500,000 in investments" source
"we'll meet 2-3 more times annually to review your situation and make adjustments as needed" 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 | $36 million |
| Individual clients | 24 |
| High-net-worth clients | 8 |
| Accounts managed | 159 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 325719 |