Flexible Finances fees
Financial planner in Silver Spring, Maryland. Registered with state securities regulators.
Flexible Finances (Silver Spring, MD) listed $250 an hour for financial planning in a Form ADV Part 2A brochure dated March 27, 2025, which is more than 18 months old.
- Website: flexiblefinances.com (opens in new tab)
- Call (202) 297-1321
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Old brochure. These fees come from a brochure dated March 2025, more than 18 months before our data. The firm may charge differently now, and the fees don't count toward any median.
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2025. Fees can change.
- Hourly rate
- $250/hr
“As of October 27, 2022, the rate is $250/hour for Rivka Schreiber, CFP®, CDFA and any Associates.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
From the March 2025 brochure
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Brochure mentions virtual meetings
- Yes
- Registered since
- 2021 (5 years)
How Flexible Finances bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients are expected to pay at the end of a meeting or can be billed.”
- “Clients are not required to pay in advance of financial planning meetings.”
- “Any fees charged will be invoiced to the client through AdvicePay or Paypal to be paid by the client.”
About Flexible Finances
“Traditional financial planning serves its clients well when the clients’ expectations and goals are as rigid as their plan.”
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees and flat or fixed fees
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 27, 2025
- CRD number
- 312849 (opens in new tab)
- Phone
- (202) 297-1321
Other planners in Silver Spring that publish fees
- Money PlansSilver SpringHourly $400/hr, Flat $1,500-$4,500
- Planning for ProgressSilver SpringHourly up to $400/hr, Flat $500-$10,000
- Rookwood WealthSilver SpringMonthly $250-$750/mo
- Ruda FinancialSilver SpringHourly $250/hr, Flat up to $6,000
- Tender WealthSilver SpringMonthly $208/mo
More planners in Maryland that publish fees
- Clear AdvisorsQueenstownMonthly $125-$540/mo
- Glass Jacobson Wealth AdvisorsOwings MillsFlat $1,000-$25,000
- Tilghman Wealth Management, LLCArnoldHourly $185/hr
- Reges Wealth Management LLCPotomacFlat $1,000-$2,500
- Oxford Planning Group, LLCWoodstockHourly $450/hr, Flat $4,500-$10,000
- Ortman Financial PlanningNorth BethesdaHourly $175-$350/hr, Flat $500-$7,000
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.