Champion Financial Planning Group, LLC fees
Financial planner in Annapolis, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 17, 2026, Champion Financial Planning Group, LLC (Annapolis, MD) charges an annual fee of up to $10,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change.
- Annual fee
- Up to $10,000/yr
Can go up to $10,000; the Maryland median is $6,000.
“In certain circumstances, we may negotiate a fixed annual fee ranging up to $10,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
How Champion Financial Planning Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Since this fee is negotiable, the exact fee paid by the client will be clearly stated in the advisory agreement signed by the client and the firm.”
- “We send you an invoice showing the amount of the fee, the asset valuation used to calculate the fee, and how the fee was calculated.”
- “The client must consent in advance to direct debiting of their account.”
About Champion Financial Planning Group, LLC
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 54
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $80.4 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 17, 2026
- CRD number
- 126793 (opens in new tab)
- Phone
- (443) 994-8719
Other planners in Annapolis that publish fees
- RCS Financial Planning, LLCAnnapolisHourly $250-$450/hr, Monthly up to $300/mo
- Clairwell Financial Planning LLCAnnapolisHourly $500/hr, Flat $5,000-$10,000
- Curio Wealth, LLCAnnapolisHourly $350/hr
- Ventus Wealth ManagementAnnapolisHourly $200-$450/hr, Flat $500-$5,000
- Crest Wealth Advisors LLCAnnapolisFlat $1,500-$5,000, Monthly $200-$600/mo
- Upraise Wealth Advisory, LLCAnnapolisHourly up to $500/hr, Flat $2,500-$10,000
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.