Plan2retire fees and pricing
Financial planner in Hagerstown, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 16, 2026, Plan2retire charges $150 an hour and a flat or project fee of $500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Services are offered based on a negotiable hourly rate of $150 per hour.”
- Flat or project fee
- $500-$2,500
“QUALIFIED PLAN CONSULTING SERVICES Plan2Retire offers qualified plan consulting services to individuals for a negotiable flat fee of $500 - $2,500 based on the complexity of the case for the consultation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Plan2retire bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Altruist portion of the fee is not negotiable.”
- “Fees are billed quarterly in arrears based on the amount of assets - 5- Bowers Advisory Group, LLC managed as of the last business day of the current quarter.”
- “For services started any time other than the first day of a quarter, the fee will be prorated based on the number of days remaining in the initial fee period.”
How Plan2retire’s fees compare
- Its hourly rate of $150 is below the Maryland median of $300. 2% of the 156 other Maryland planners that publish an hourly rate charge less.
- Its flat or project fee of $500-$2,500 is below the Maryland median of $4,335. 18% of the 133 other Maryland planners that publish a flat or project fee charge less.
About Plan2retire
“Plan2Retire provides investment supervisory services, also known as asset management services and furnishes financial planning and investment advice through consultations.”
- Principal: Jeffrey Bowers
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2008 (18 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- 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
- 271
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $82,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 146827
- Phone
- (240) 329-3333
Can advise clients in 6 states: Florida, Maryland, Pennsylvania, South Carolina, Virginia, West 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
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.