Nine Inning Finance fees and pricing
Financial planner in Rockville, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Nine Inning Finance charges a flat or project fee of $5,000-$7,500 and a quarterly fee of $150-$600 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$7,500
“For our initial financial plan, Nine Inning Finance charges a fee range of $5,000 - $7,500.”
- Quarterly fee
- $150-$600/qtr
“These legacy clients incur a fee ranging from $150 to $600 per quarter, charged in arrears.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Nine Inning Finance bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our published fees are negotiable, and we may waive or discount our fees for our associates and their family members.”
- “Fees are to be paid to our firm by check or draft from US-based financial institutions.”
- “Payment requests for our advisory fees will be preceded by our invoice.”
How Nine Inning Finance’s fees compare
- Its flat or project fee of $5,000-$7,500 is above the Maryland median of $4,335. 79% of the 133 other Maryland planners that publish a flat or project fee charge less.
- 6 of the 8 other planners in Rockville 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 Nine Inning Finance
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Equity compensation
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 322214
- Phone
- (240) 932-1099
Other planners in Rockville that publish fees
- Capital Squared Financial LLCRockville$250-$395/hr, $750-$6,000
- CHC Financial Solutions, LLCRockville$2,500-$15,000
- CWM Financial Group, Inc.Rockville$75-$250/hr, $75-$5,000
- Ferguson-Johnson Wealth Management, Inc.Rockville$400/hr
- Foxman Asset Advisors Inc.Rockville$220/hr, $1,500-$10,000
- Fsa Wealth PartnersRockville$5,000/yr
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.