Piedmont Financial Consulting fees and pricing
Financial planner in Laurel, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 18, 2024, Piedmont Financial Consulting charges a flat or project fee of $1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2024. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500
“Comprehensive and General Financial Planning Services Comprehensive financial planning services have a cost of $1500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Piedmont Financial Consulting bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Payment for these workshops is due in advance of the event.”
- “Refunds and Cancellation of Services Because payment is due at plan delivery for all financial planning services; this service is not eligible for a refund.”
- “Because investment management services are billed in arrears; this service is not eligible for a refund.”
How Piedmont Financial Consulting’s fees compare
- Its flat or project fee of $1,500 is below the Maryland median of $4,335. 18% of the 133 other Maryland planners that publish a flat or project fee charge less.
- None of the 2 other planners in Laurel that publish a flat or project fee charge less.
About Piedmont Financial Consulting
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 2
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $12,860
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 314420
- Phone
- (240) 630-1113
Other planners in Laurel that publish fees
- Beyond Profit and Wealth ConsultingLaurel$500-$5,000, $100-$5,000/mo
- Lockstep Financial LLCLaurel$220/hr
- Mcquade, Kathleen MaryLaurel$250-$300/hr, $2,500-$6,000
- 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
- Aaa Advisory LLCWalkersville$300/hr
- Accordant Advisory Group, Inc.Annapolis$500/hr
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.