PlannerFees

Personal Financial Partners fees and pricing

Financial planner in Chevy Chase, Maryland. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 16, 2026, Personal Financial Partners charges a flat or project fee of $5,000 and an annual fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$5,000
“We charge a fixed fee not to exceed $5,000 for Project-Based Financial Planning.”
Annual fee
$5,000/yr
“For Clients who elect to obtain ongoing financial planning services, we charge a maximum annual fee of $5,000.”

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

How Personal Financial Partners bills

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

  • “The fee is based on a percentage of assets under management and is negotiable.”
  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
  • “This fee is separate and in addition to our wealth management percentage of assets under management fee and is negotiable as determined by PFP.”

How Personal Financial Partners’ fees compare

  • Its flat or project fee of $5,000 is above the Maryland median of $4,335. 53% of the 133 other Maryland planners that publish a flat or project fee charge less.
  • 2 of the 3 other planners in Chevy Chase that publish a flat or project fee charge less.
  • Its annual fee of $5,000 matches the Maryland median of $5,000. 36% of the 28 other Maryland planners that publish an annual fee charge less.
  • 2 of the 2 other planners in Chevy Chase that publish an annual fee charge less.

About Personal Financial Partners

“We offer Financial Planning, Wealth Management and Retirement Plan Consulting & Management services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Abarca Fuente
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • Business owners
  • Cash flow and budgeting

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
1.45% a year
Clients
57
Employees
1
Works with
Individuals, high net worth individuals, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$21,160,672
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
331381
Website
personalpfp.com (opens in new tab)
Phone
(202) 910-6240

Can advise clients in 3 states: District of Columbia, Maryland, Virginia

Other planners in Chevy Chase that publish fees

Compare all 12 planners in Chevy Chase

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