BRC Financial Planning fees and pricing
Financial planner in Owings Mills, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 20, 2026, BRC Financial Planning charges $500 an hour and a flat or project fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Fees for Financial Planning Services will not exceed $500 per hour.”
- Flat or project fee
- $3,000
“BRC Financial Planning collects an initial fee, no greater than $3,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How BRC Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How BRC Financial Planning’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.
- Its flat or project fee of $3,000 is below the Maryland median of $4,335. 36% of the 133 other Maryland planners that publish a flat or project fee charge less.
- None of the 4 other planners in Owings Mills that publish a flat or project fee charge less.
About BRC Financial Planning
- Principal: Brandon Croxton
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- 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
- 2% a year
- Clients
- 44
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $4,200,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334891
- Phone
- (410) 908-5808
Other planners in Owings Mills that publish fees
- American Financial Management, LTD.Owings Mills$3,500
- Glass Jacobson Wealth AdvisorsOwings Mills$1,000-$25,000
- Prosperity - An Eisneramper CompanyOwings Mills$5,000
- Silverstone Financial LLCOwings Mills$350/hr, $1,000-$6,000
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.