Honeygo Financial fees and pricing
Financial planner in Forest Hill, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 19, 2026, Honeygo Financial charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The quoted price is a fixed, not-to-exceed amount. ● The fee rate will not exceed $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Honeygo Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment Management Service fees are prorated, assessed quarterly, and paid in arrears.”
- “Agreements may be terminated by the Client or Adviser with written notice at least thirty (30) calendar days in advance.”
- “Invoices are prorated based on the number of planning topics to be covered, will be delivered to the Client as work is completed/planning meetings are concluded, and are due upon receipt.”
How Honeygo Financial’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.
- 1 of the 2 other planners in Forest Hill that publish an hourly rate charge less.
About Honeygo Financial
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 31
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $6,121,214
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 309766
- Phone
- (443) 617-4136
Other planners in Forest Hill that publish fees
- Picket Fence Financial, LLCForest Hill$200/hr, $3,000-$10,000
- Silvestri Financial and Tax Advisors, IncForest Hill$500/hr, $2,500
- 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
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.