PlannerFees

Cadence Planning, LLC fees and pricing

Financial planner in Frederick, Maryland. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 6, 2026, Cadence Planning, LLC charges a flat or project fee of $1,750 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,750
“The Financial Review fee is a fixed fee of $1,750; with one half of the fee collected at the time the appointment is made and the balance due at the meeting.”

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

How Cadence Planning, LLC bills

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

  • “Cadence Planning’s fee is not negotiable.”
  • “Clients in a Total Financial Planning engagement are charged a fixed, annual fee calculated according to the client’s net worth set forth in the tiers below, paid quarterly in advance.”
  • “Billing Cadence Planning’s investment management fee is payable quarterly, in advance using the value of the assets being managed by Cadence Planning as of the last day of the previous calendar quarter.”

How Cadence Planning, LLC’s fees compare

  • Its flat or project fee of $1,750 is below the Maryland median of $4,335. 21% of the 133 other Maryland planners that publish a flat or project fee charge less.
  • None of the 4 other planners in Frederick that publish a flat or project fee charge less.

About Cadence Planning, LLC

“Cadence Planning, LLC is a Fee-Only Financial Planning firm providing financial planning, investment management and tax preparation services to its clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP® and EA.
  • Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Insurance analysis
  • Cash flow and budgeting

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
0.5% a year
Clients
11
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$12,001,493
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
319663
Phone
(301) 371-5104

Other planners in Frederick 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.