Northbrook Financial fees and pricing
Financial planner in Baltimore, Maryland. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 17, 2026, Northbrook Financial charges a flat or project fee of $2,000, a monthly fee of $800-$5,000, and an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000
“Fees consist of an upfront fee of $2,000, followed by an ongoing fee that is paid monthly, in arrears, at the rate of $800 - $5,000 per month.”
- Monthly fee
- $800-$5,000/mo
From the same sentence as above.
- Annual fee
- $10,000/yr
“In the event of early termination any prepaid but unearned fees will be refunded to the Client and any completed deliverables of the financial plan will be provided to the Client and no further fees will be charged. *Minimum annual fee $10,000 Retirement Income Planning Retirement income planning Fees consist of an…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Northbrook Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Since fees are paid in arrears, no refund will be needed upon termination of the account.”
How Northbrook Financial’s fees compare
- Its flat or project fee of $2,000 is below the Maryland median of $4,335. 25% of the 133 other Maryland planners that publish a flat or project fee charge less.
- 5 of the 12 other planners in Baltimore that publish a flat or project fee charge less.
- Its annual fee of $10,000 is above the Maryland median of $5,000. 79% of the 28 other Maryland planners that publish an annual fee charge less.
About Northbrook Financial
- Principal: Michael J. Delaney
- Firm size: 8 employees.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $10,000 minimum fee (stated in brochure)
- Clients
- 127
- Employees
- 8
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $108,760,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 309060
- Phone
- (410) 941-9709
Can advise clients in 6 states: Florida, Massachusetts, Maryland, New Jersey, New York, Virginia
Other planners in Baltimore that publish fees
- Aerie Capital ManagementBaltimore$250/hr, $1,000-$2,500
- Buttonwood Financial Advisors, Inc.Baltimore$500
- Charles Street Asset Management, Inc.Baltimore$200-$300/hr, $1,000-$10,000
- Docempowered, LLCBaltimore$600/hr, $600-$1,000/mo
- Equatorial Advisors, LLCBaltimore$150-$500
- Foundry Wealth Advisors, LLCBaltimore$250/hr, $2,000-$10,000
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.