Lenet Financial Resources, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2013. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$175/hr

“If the engagement is terminated before the end of the billing cycle, the receivable is eliminated and LFR retains part or all of the deposit for the work performed, based on the rate of $175 per hour.”

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

How Lenet Financial Resources, LLC bills

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

• “There are no other fees than the ones represented above, and they are not negotiable.”

How Lenet Financial Resources, LLC’s fees compare

• Its hourly rate of $175 is below the Maryland median of $300. 10% of the 156 other Maryland planners that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Lenet Financial Resources, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2007 (19 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

143249

Phone

(301) 294-2282

Other planners in Maryland that publish fees

• 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
• Adenry Wealth LLCColumbia$300/hr, $300
• Advocate Investing ServicesWoodbine$400/hr, $1,000⁠-⁠$10,000

Compare all 302 planners in Maryland