Financial Dimensions, LLC. fees and pricing
Financial planner in Lutherville, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 5, 2026, Financial Dimensions, LLC. charges $250 an hour and a monthly fee of $80-$95 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The hourly rate is $250 and is subject to change.”
- Monthly fee
- $80-$95/mo
“The minimum annual fee is $80 per month for credit union members and $95 per month for nonmembers. and is NEGOTIABLE.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Dimensions, LLC. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Financial and hourly planning agreements are billed on an hourly basis.”
- “The fees of the First Dollar program are not negotiable.”
- “General financial advice and hourly planning agreements are billed on an hourly basis.”
How Financial Dimensions, LLC.’s fees compare
- Its hourly rate of $250 is below the Maryland median of $300. 24% of the 156 other Maryland planners that publish an hourly rate charge less.
About Financial Dimensions, LLC.
“LLC. provides personalized confidential financial planning and investment management to individuals, trusts, estates, and small businesses.”
- Firm size: 4 employees.
- Registered as an adviser: 1991 (35 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 104
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $30,485,378
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 121379
- Phone
- (410) 427-8967
Can advise clients in 2 states: Maryland, Pennsylvania
Other planners in Lutherville that publish fees
- Black Diamond Financial, LLCLutherville$300/hr
- 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
- Aaa Advisory LLCWalkersville$300/hr
- Accordant Advisory Group, Inc.Annapolis$500/hr
- Addax Bridge FinancialPotomac$250-$400/hr, $5,000-$6,000
- Adenry Wealth LLCColumbia$300/hr, $300
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.