Planning for Progress fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$10,000

“Project-based planning The cost for project-based financial planning packages range from $500 - $10000, depending on the topics to be covered, the income and net worth of the Client, topics to be covered and the complexity of the Client’s financial situation.”

Annual fee

$2,500⁠-⁠$25,000/yr

“The fees for comprehensive financial planning consist of an ongoing yearly fee of $2500 - $25,000 that are paid on a quarterly basis in advance.”

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

How Planning for Progress bills

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

• “All fees are negotiable, and may be adjusted within the terms set below at the sole discretion of the firm principal.”
• “Fees are always disclosed in advance of entering into a Client agreement.”
• “Upon termination of any agreement, the fee will be prorated based on the day that notice was provided and any unearned fee will be refunded to the Client.”

How Planning for Progress’ fees compare

• Its flat or project fee of $500-$10,000 spans the Maryland median of $4,335. 57% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Silver Spring that publish a flat or project fee charge less.
• Its annual fee of $2,500-$25,000 spans the Maryland median of $5,000. 89% of the 28 other Maryland planners that publish an annual fee charge less.

About Planning for Progress

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning
• 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

0.85% a year

Clients

55

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, selecting other advisers, and educational seminars and workshops

Assets managed

$26,296,901

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

286486

Website

planningforprogress.com (opens in new tab)

Phone

(301) 741-6674

Can advise clients in 2 states: District of Columbia, Maryland

Other planners in Silver Spring that publish fees

• Audible Wealth ManagementSilver Spring$500/hr, $300⁠-⁠$12,000
• BNB Wealth Mangagement, LLCSilver Spring$150⁠-⁠$500/hr
• Money PlansSilver Spring$400/hr, $1,500⁠-⁠$4,500
• Ruda FinancialSilver Spring$250/hr, Up to $6,000

Compare all 9 planners in Silver Spring