Chesapeake Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$250/hr

“Hourly fees range between $150 and $250 per hour.”

Annual fee

$1,000⁠-⁠$2,500/yr

“SERVICE Financial Plan Needs & Foundation INITIAL FEE Based on Complexity $1,000 to $2,500 ANNUAL FEE Per request, the plan may be updated annually at no additional cost if you are an investment client or hourly if not Our fees are based on factors such as clerical assistance, database research costs, and the…”

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

How Chesapeake Financial Planning bills

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

• “Generally, half of the fee is payable upon signing of the agreement.”
• “The balance is due upon receipt of our invoice and the delivery of the services specified in the agreement.”
• “The client will not pay more than $500 6 or more months in advance.”

How Chesapeake Financial Planning’s fees compare

• Its hourly rate of $150-$250 is below the Maryland median of $300. 13% of the 156 other Maryland planners that publish an hourly rate charge less.
• 3 of the 13 other planners in Annapolis that publish an hourly rate charge less.
• Its annual fee of $1,000-$2,500 is below the Maryland median of $5,000. 4% of the 28 other Maryland planners that publish an annual fee charge less.
• None of the 2 other planners in Annapolis that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Chesapeake Financial Planning

• Principal: Elizabeth M. Bennett
• Firm size: 6 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Federal employees
• Social Security
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

6

Services reported to regulators

Financial planning, pension consulting, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

283715

Website

chesapeake-financial.com (opens in new tab)

Phone

(410) 974-0410

Can advise clients in 2 states: Florida, Maryland

Other planners in Annapolis that publish fees

• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Accordant Advisory Group, Inc.Annapolis$500/hr
• Annapolitan Investment Group, Inc.Annapolis$150/hr, $250
• Atlantic Financial Planning LLCAnnapolis$280/hr
• Clairwell Financial Planning LLCAnnapolis$500/hr, $5,000⁠-⁠$10,000
• Crest Wealth Advisors LLCAnnapolis$1,000⁠-⁠$3,000, $200⁠-⁠$600/mo

Compare all 21 planners in Annapolis