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.”
From the firm's description of its advisory business in its Form ADV brochure.
  • 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
Website
atlanticfinancialplan.com (opens in new tab)
Phone
(443) 822-5615

Can advise clients in 2 states: District of Columbia, Maryland

Other planners in Annapolis that publish fees

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Is something on this page wrong or out of date?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.