People First Financial Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The Firm’s preferred standard hourly fee schedule for all debt related and non-debt related services is as follows (which is negotiable): 1) President and CEO - $350/hr.; 2) Senior Advisor - $250/hr.; and, 3) Junior Advisor - $115/hr.”

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

How People First Financial Advisors bills

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

• “Clients will be billed directly by the broker-dealer each independently selects to establish their individual accounts and investments portfolio mix based on advice only provided by People First.”
• “The Firm’s standard practice is to bill clients for fees incurred on a monthly basis, in arrears.”
• “Either option is available to clients each time they receive a bill from People First for fees due, except when a client’s account is not sufficient to cover the cost of the Firm’s billed amount.”

How People First Financial Advisors’ fees compare

• Its hourly rate of $350 is above the Maryland median of $300. 57% of the 156 other Maryland planners that publish an hourly rate charge less.

About People First Financial Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2002 (24 years).

Planning areas mentioned in the brochure

• Military and veterans

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

2.5% a year

Employees

1

Services reported to regulators

Financial planning, pension consulting, selecting other advisers, market timing, educational seminars and workshops, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

143919

Phone

301-577-8900, EXT. 105

Can advise clients in 2 states: Maryland, Virginia

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

Compare all 302 planners in Maryland