Investment Management & Planning LLC fees and pricing

Financial planner in Greenville, Delaware. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 25, 2026, Investment Management & Planning LLC charges $175 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Page 16 of 30 If the advisory agreement is terminated before the end of the quarterly period, client is entitled to a pro-rated refund of any pre-paid quarterly advisory fee based on the number of days remaining in the quarter after the termination date.”
“Account fees are payable quarterly in advance if processed by LPL.”
“If a custom billing option is elected, fees may be paid in advance or in arrears as agreed.”

Its hourly rate of $175 is below the Delaware median of $300. 11% of the 18 other Delaware planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2.5% a year
Clients: 503
Employees: 3
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $238,848,448
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 146041
Website: imandp.com (opens in new tab)
Phone: (302) 654-5449

Is something on this page wrong or out of date?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.