Atlantic Financial Planning LLC fees and pricing
Financial planner in Annapolis, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 26, 2025, Atlantic Financial Planning LLC charges $280 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 26, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $280/hr
“Our hourly rate is $280/hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Atlantic Financial Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We never deduct fees from our clients’ accounts; fees are paid by check or in cash.”
- “Our fees are negotiable, subject to the sole discretion of the advisor.”
How Atlantic Financial Planning LLC’s fees compare
- Its hourly rate of $280 is below the Maryland median of $300. 40% of the 156 other Maryland planners that publish an hourly rate charge less.
- 4 of the 13 other planners in Annapolis that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Atlantic Financial Planning LLC
“We provide fee‐only, financial planning and investment advisory services to its clients on an hourly basis.”
- Principal: Charles K. Ryan
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2012 (14 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 159162
- Phone
- (443) 822-5615
Can advise clients in 2 states: District of Columbia, Maryland
Other planners in Annapolis that publish fees
- 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
- Accordant Advisory Group, Inc.Annapolis$500/hr
- Annapolitan Investment Group, Inc.Annapolis$150/hr, $250
- Chesapeake Financial PlanningAnnapolis$150-$250/hr, $1,000-$2,500/yr
- Clairwell Financial Planning LLCAnnapolis$500/hr, $5,000-$10,000
- Crest Wealth Advisors LLCAnnapolis$1,000-$3,000, $200-$600/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.