Onplane Financial Advisors fees and pricing
Financial planner in Poolesville, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Onplane Financial Advisors charges $500 an hour for financial planning.
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
- $500/hr
“The advisory fee will not exceed the equivalent of $500 per hour based on our good‑faith estimate of time required at onboarding and as reviewed at least annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Onplane Financial Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This fee may be paid in equal quarterly installments in advance.”
- “Payment of OPFA fees may be paid by bank drafted electronic check, debit card authorization through an unaffiliated third-party service, or debited from an investment account(s) that OPFA manages on your behalf.”
- “At no time will a Client make a check payable to OPFA or any of its affiliated persons.”
How Onplane Financial Advisors’ fees compare
- Its hourly rate of $500 is above the Maryland median of $300. 85% of the 156 other Maryland planners that publish an hourly rate charge less.
About Onplane Financial Advisors
“OnPlane Financial Advisors LLC is a fee-only financial planning firm that specializes in providing comprehensive ongoing financial planning, asset advice, and investment management to individuals and families.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- 2% a year
- Clients
- 39
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $60,252,027
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 300073
- Phone
- (703) 856-7979
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
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.