Northpeak Financial, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125/hr

“The Firm’s negotiable fee for financial planning services is $125 per hour which shall either be a one-time payment payable in advance of the services rendered or quarterly in advance for ongoing services.”

Flat or project fee

$500⁠-⁠$3,000

“Typically, the average cost of a financial plan will be between $500 to $3,000 depending on a client’s financial circumstances.”

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

How Northpeak Financial, Inc. bills

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

• “Clients may elect to be billed in advance or arrears each calendar quarter.”
• “Clients may also elect to be billed directly for fees or to authorize the Firm to directly debit fees from client accounts.”
• “Management fees shall be prorated for each capital contribution and withdrawal in excess of $5,000 made during the applicable calendar quarter (with the exception of de minimis contributions and withdrawals).”

How Northpeak Financial, Inc.’s fees compare

• Its hourly rate of $125 is below the Maryland median of $300. 1% of the 156 other Maryland planners that publish an hourly rate charge less.
• None of the 4 other planners in Frederick that publish an hourly rate charge less.
• Its flat or project fee of $500-$3,000 is below the Maryland median of $4,335. 21% of the 133 other Maryland planners that publish a flat or project fee charge less.
• None of the 4 other planners in Frederick that publish a flat or project fee charge less.

About Northpeak Financial, Inc.

• Firm size: 3 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

162

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$66,785,723

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

142970

Website

northpeakfinancial.com (opens in new tab)

Phone

(240) 515-0113

Can advise clients in 3 states: Florida, Maryland, Virginia

Other planners in Frederick that publish fees

• Bestgate Wealth Advisors, LLCFrederick$6,000
• Cadence Planning, LLCFrederick$1,750
• Catharine Fairley Planning Group LLCFrederick$275⁠-⁠$300/hr
• Moore WealthFrederick$500/hr
• Turning Point FinancialFrederick$350⁠-⁠$3,000/hr, $500⁠-⁠$10,000
• Veridian Capital PartnersFrederick$400/hr, $500⁠-⁠$10,000

Compare all 11 planners in Frederick