Picket Fence Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“The cost for any hourly planning is $200 per hour – one-half (1/2) upon execution of the advisory agreement with Adviser and the balance due at the completion of the project, unless otherwise negotiated with the Client.”

Flat or project fee

$3,000⁠-⁠$10,000

“Comprehensive, Annual Retainer All comprehensive financial planning services are offered on a fixed fee basis and will range from $3,000.00 to $10,000.00 for the initial engagement.”

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

How Picket Fence Financial, LLC bills

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

• “We will determine with the plan sponsor in advance the scope of services to be performed and the fees for all requested services.”
• “Disclosure Brochure Page 13 Agreement is signed, with the remaining half due upon completion, or the client can establish a quarterly fee to cover the planning costs.”
• “The client will receive a refund of any unearned, pre-paid advisory fee for planning services.”

How Picket Fence Financial, LLC’s fees compare

• Its hourly rate of $200 is below the Maryland median of $300. 13% of the 156 other Maryland planners that publish an hourly rate charge less.
• None of the 2 other planners in Forest Hill that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$10,000 spans the Maryland median of $4,335. 83% of the 133 other Maryland planners that publish a flat or project fee charge less.

About Picket Fence Financial, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

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

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% a year

Clients

91

Employees

2

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$50,473,798

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

139262

Website

picketfencefinancial.com (opens in new tab)

Phone

(410) 878-2999

Can advise clients in 2 states: Florida, Maryland

Other planners in Forest Hill that publish fees

• Honeygo FinancialForest Hill$250/hr
• Silvestri Financial and Tax Advisors, IncForest Hill$500/hr, $2,500
• 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

Compare all 3 planners in Forest Hill