Wealth Planning Group

Wealth Planning Group at a glance

• One of 195 fee-only firms based in Maryland in the Wellspent graph.
• 4 advisors are listed here; 2 of 4 hold the CFP.
• Its Form ADV reports 6 employees and 380 individual clients, 80 of them high net worth.
• Its average account is about $283,000 (assets it manages divided by its 1,277 accounts).

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

Facts

Wealth Planning Group fees

Wealth Planning Group 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 (4)

• Nicholas Rumke

• Patrick Bollinger

• Steven Gessner

  CFP

• Todd Paradise

  CFP

Other fee-only firms in Baltimore

• A.G. Campbell Advisory
• Aerie Capital Management
• Bmore Financially Fit
• Booster
• Bryant Financial Advisory
• Buttonwood Financial Advisors
• D.F. Dent and Company
• Equip Advisory

Fee-only advisors in Maryland