Clairwell Financial Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Our hourly rate is $500.”

Flat or project fee

$5,000⁠-⁠$10,000

“Fixed fee rates range between $5,000 - $10,000.”

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

How Clairwell Financial Planning LLC bills

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

• “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.”
• “Fees are paid monthly in advance, ranging from $50-1,000.”

How Clairwell Financial Planning LLC’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.
• 11 of the 13 other planners in Annapolis that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$10,000 is above the Maryland median of $4,335. 86% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 9 of the 9 other planners in Annapolis that publish a flat or project fee charge less.

About Clairwell Financial Planning LLC

• Principal: Bridget Borel
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners

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

9

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$7,020,538

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328505

Website

clairwellfp.com (opens in new tab)

Phone

(443) 949-2335

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
• Chesapeake Financial PlanningAnnapolis$150⁠-⁠$250/hr, $1,000⁠-⁠$2,500/yr
• Crest Wealth Advisors LLCAnnapolis$1,000⁠-⁠$3,000, $200⁠-⁠$600/mo

Compare all 21 planners in Annapolis