L. K. Benson & Company, P.C. fees and pricing
Financial planner in Timonium, Maryland. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 19, 2026, L. K. Benson & Company, P.C. charges $195-$585 an hour and an annual fee of $10,000-$32,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $195-$585/hr
“Fees for project-based Financial Planning and Tax Planning and Preparation Services are billed at an hourly rate with a range from $195 to $585 per hour, depending on the level of the individual performing the service.”
- Annual fee
- $10,000-$32,000/yr
“Annual fees typically range between $10,000 - $32,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How L. K. Benson & Company, P.C. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Investment Advisory Services are typically billed quarterly in advance.”
- “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”
- “These fees are negotiable and are established as stated in the client’s engagement letter.”
How L. K. Benson & Company, P.C.’s fees compare
- Its hourly rate of $195-$585 spans the Maryland median of $300. 71% of the 156 other Maryland planners that publish an hourly rate charge less.
- 2 of the 3 other planners in Timonium that publish an hourly rate charge less.
- Its annual fee of $10,000-$32,000 is above the Maryland median of $5,000. 96% of the 28 other Maryland planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About L. K. Benson & Company, P.C.
“Investment Advisory Services LKB offers financial planning and portfolio management services on an ongoing basis. Financial planning typically involves providing a variety of services, principally advisory in nature.”
- Firm size: 9 employees.
- Registered as an adviser: 1994 (32 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 103
- Employees
- 9
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $446,232,124
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 107908
- Phone
- (410) 494-6680
Other planners in Timonium that publish fees
- Berman McaleerTimonium$450-$700/hr
- Grigg Financial, LLCTimonium$360/hr
- Jba Financial AdvisorsTimonium$300/hr, $1,000-$10,000
- Waypoint Wealth ManagementTimonium$1,800-$7,500
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.