Beyond Profit and Wealth Consulting fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2025. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“Ongoing Comprehensive Financial Planning 7 Ongoing Financial Planning consists of an upfront charge of $500-$5,000 and an ongoing fee that is paid monthly, in advance, at the rate of $100-$5,000 per month.”

Monthly fee

$100⁠-⁠$5,000/mo

From the same sentence as above.

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

How Beyond Profit and Wealth Consulting bills

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

• “Fees are paid quarterly and in arrears, based on the balance as of the last business day of the quarter.”
• “Fees may be negotiable at the discretion of BPC.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Beyond Profit and Wealth Consulting’s fees compare

• Its flat or project fee of $500-$5,000 spans the Maryland median of $4,335. 34% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Laurel that publish a flat or project fee charge less.

About Beyond Profit and Wealth Consulting

• Principal: Youfeng Jiang
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

12

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$5,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

315621

Website

beyondprofitconsult.com (opens in new tab)

Phone

(443) 797-3335

Other planners in Laurel that publish fees

• Lockstep Financial LLCLaurel$220/hr
• Mcquade, Kathleen MaryLaurel$250⁠-⁠$300/hr, $2,500⁠-⁠$6,000
• Piedmont Financial ConsultingLaurel$1,500
• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Aaa Advisory LLCWalkersville$300/hr
• Accordant Advisory Group, Inc.Annapolis$500/hr

Compare all 5 planners in Laurel