PlannerFees

Mcquade, Kathleen Mary fees and pricing

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

According to its Form ADV Part 2A brochure dated December 23, 2025, Mcquade, Kathleen Mary charges $250⁠-⁠$300 an hour and a flat or project fee of $2,500⁠-⁠$6,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed December 23, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250⁠-⁠$300/hr
“The hourly rate is generally $250 to $300 depending on the complexity of the issues involved and is due after the consultation.”
Flat or project fee
$2,500⁠-⁠$6,000
“The fixed fee for written financial plans ranges from $2,500 to $6,000 depending upon the level and scope of the services required.”

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

How Mcquade, Kathleen Mary bills

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

  • “Fees are fixed and/or based on an hourly rate and are negotiable.”
  • “The retainer fee for ongoing consultations is a minimum of $750 and may range up to $2,000 depending on the extent and depth of services required; it is billed upon completion of each session.”
  • “Invoices are prepared based on work done through the date of the invoice and are payable within 30 days of receipt.”

How Mcquade, Kathleen Mary’s fees compare

  • Its hourly rate of $250-$300 is below the Maryland median of $300. 37% of the 156 other Maryland planners that publish an hourly rate charge less.
  • Its flat or project fee of $2,500-$6,000 spans the Maryland median of $4,335. 50% of the 133 other Maryland planners that publish a flat or project fee charge less.
  • 2 of the 2 other planners in Laurel that publish a flat or project fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Mcquade, Kathleen Mary

“Clients are advised that the value and usefulness of the advisory services will be dependent upon the quality of the information that they provide and upon their active participation in the formulation of financial planning and investment objectives.”
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.
  • Registered as an adviser: 2011 (15 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Clients
10
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning, selecting other advisers, and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
155892
Phone
(301) 776-3620

Other planners in Laurel that publish fees

Compare all 5 planners in Laurel

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