Catharine Fairley Planning Group LLC fees and pricing

Published fees

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

Hourly rate

$275⁠-⁠$300/hr

“We charge $275 per hour (hourly rate will go to $300 per hour effective 2/1/25).”

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

How Catharine Fairley Planning Group LLC bills

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

• “Time is prorated in fifteenminute increments.”

How Catharine Fairley Planning Group LLC’s fees compare

• Its hourly rate of $275-$300 is below the Maryland median of $300. 41% of the 156 other Maryland planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Frederick that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Catharine Fairley Planning Group LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Hourly fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

169243

Phone

(301) 378-0176

Other planners in Frederick that publish fees

• Bestgate Wealth Advisors, LLCFrederick$6,000
• Cadence Planning, LLCFrederick$1,750
• Moore WealthFrederick$500/hr
• Northpeak Financial, Inc.Frederick$125/hr, $500⁠-⁠$3,000
• Turning Point FinancialFrederick$350⁠-⁠$3,000/hr, $500⁠-⁠$10,000
• Veridian Capital PartnersFrederick$400/hr, $500⁠-⁠$10,000

Compare all 11 planners in Frederick