Beyond Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The fixed fee will never result in an effective hourly rate greater than $500 per hour.”

Annual fee

$6,000⁠-⁠$12,000/yr

“If a client engages BFPL to implement the recommendations contained in the plan, BFPL charges a fixed annual fee ranging from $6,000 to $12,000, depending on the scope and complexity of the client’s financial situation.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Beyond Financial Planning, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of BFPL's fees within five business days of signing the Investment Advisory Contract.”
• “All fees are disclosed in the Client’s Investment Advisory Agreement and are payable according to the terms outlined therein.”

How Beyond Financial Planning, LLC’s fees compare

• Its hourly rate of $500 is above the Maryland median of $300. 85% of the 156 other Maryland planners that publish an hourly rate charge less.
• 9 of the 12 other planners in Bethesda that publish an hourly rate charge less.
• Its annual fee of $6,000-$12,000 is above the Maryland median of $5,000. 75% of the 28 other Maryland planners that publish an annual fee charge less.

About Beyond Financial Planning, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

55

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$59,252,596

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

306240

Website

bfpadvisors.com (opens in new tab)

Phone

(240) 760-1100

Can advise clients in 2 states: Maryland, Virginia

Other planners in Bethesda that publish fees

• Alikos Wealth Management, LLCBethesda$100⁠-⁠$400/hr, $1,500⁠-⁠$10,000
• Arch Financial Advisors LLCBethesda$1,500⁠-⁠$8,000, $2,000⁠-⁠$20,000/yr
• Bontempo Ohly Capital Management, LLCBethesda$375/hr
• Family Office Research, LLCBethesda$250/hr, $5,000⁠-⁠$10,000
• FBB Capital PartnersBethesda$450/hr, $500
• Heritage Investors Management CorpBethesda$500/hr

Compare all 28 planners in Bethesda