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

Compare all 6 planners in Owings Mills

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