PlannerFees

Intero Financial Planning, LLC fees and pricing

Financial planner in Parkton, Maryland. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 20, 2026, Intero Financial Planning, LLC charges $300 an hour and a flat or project fee of $7,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“Intero Financial Planning charges a flat fee of $7,000 for financial planning services and an hourly fee of $300 for on-going financial consulting services.”
Flat or project fee
$7,000

From the same sentence as above.

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

How Intero Financial Planning, LLC bills

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

  • “Our financial planning and consulting fees are billed separately as unique services.”
  • “Our Financial Planning Fee is invoiced to the Client upon completion and presentation of the Client’s financial plan and due to Adviser within thirty (30) days of the invoice date.”
  • “Our Financial Consulting Fee is invoiced to the Client on a monthly basis in arrears and due to Adviser within thirty (30) days of the invoice date.”

How Intero Financial Planning, LLC’s fees compare

  • Its hourly rate of $300 matches the Maryland median of $300. 42% of the 156 other Maryland planners that publish an hourly rate charge less.
  • Its flat or project fee of $7,000 is above the Maryland median of $4,335. 84% of the 133 other Maryland planners that publish a flat or project fee charge less.

About Intero Financial Planning, LLC

“In connection with our investment management services, Intero provides advice with respect to a broad range of asset classes, including equities (common stocks and equivalents), mutual funds, exchange traded funds, fixed income instruments, certificates of deposit, and crypto assets (for non-retirement accounts only).”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2019 (7 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
1% a year
Clients
114
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
$44,321,248
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
304573
Website
interofp.com (opens in new tab)
Phone
(410) 458-6098

Can advise clients in 3 states: California, Maryland, Pennsylvania

Other planners in Parkton that publish fees

Compare all 302 planners in Maryland

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.