Dyer Financial Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“CERTIFIED FINANCIAL PLANNER™ Practitioner - $350 per hour Financial Advisor (Candidate for CFP® Certification) - $210 per hour Registered Paraplanner℠ - $95 per hour You are billed for the actual time spent by our firm; assessed in six minute increments, and a partial increment will be treated as a whole.”

Flat or project fee

$895

“3 Fixed Fee The Real Time Planning Package is $895.”

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

How Dyer Financial Advisory bills

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

• “The balance of fees due are payable immediately upon our presentation of the plan or advice to you or your legal agent.”
• “Fees for any future services or additional service costs are due within 20 days of our invoice.”
• “Fees for these events are typically a flat-rate amount based on the firm’s hourly fee and/or cost of workshop materials, and would be negotiated with the sponsor in advance of the presentation.”

How Dyer Financial Advisory’s fees compare

• Its hourly rate of $350 is above the Maryland median of $300. 57% of the 156 other Maryland planners that publish an hourly rate charge less.
• 2 of the 5 other planners in Towson that publish an hourly rate charge less.
• Its flat or project fee of $895 is below the Maryland median of $4,335. 11% of the 133 other Maryland planners that publish a flat or project fee charge less.
• None of the 7 other planners in Towson that publish a flat or project fee charge less.

About Dyer Financial Advisory

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2002 (24 years).

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

0.8% a year

Clients

13

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$24,283,693

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

123262

Website

pdfinancial.com (opens in new tab)

Phone

(410) 337-5668

Can advise clients in 4 states: Maryland, North Carolina, Pennsylvania, Virginia

Other planners in Towson that publish fees

• Chesapeake Financial AdvisorsTowson$5,000/yr
• Greenspring Advisors, LLCTowson$150⁠-⁠$750/hr, $2,000⁠-⁠$150,000
• Partnership Wealth ManagementTowson$1,000⁠-⁠$15,000, $400⁠-⁠$1,750/qtr
• Provision Financial PlanningTowson$325/hr, $1,500⁠-⁠$6,000
• Red Oak Financial GroupTowson$150⁠-⁠$500/hr, $1,500⁠-⁠$15,000
• SFG Wealth ManagementTowson$400/hr, $10,000

Compare all 15 planners in Towson