PlannerFees

PMD Advisory fees and pricing

Financial planner in Hoover, Alabama. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, PMD Advisory charges $200⁠-⁠$350 an hour, a flat or project fee of $1,000⁠-⁠$15,000, and an annual fee of $1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200⁠-⁠$350/hr
“Fixed fees generally range from $1,000 to $15,000 while hourly fees are charged at a rate of $200 to $350 per hour.”
Flat or project fee
$1,000⁠-⁠$15,000

From the same sentence as above.

Annual fee
$1,000/yr
“There is a minimum fee of $1,000 per year, although we may grant an exception to this minimum based on your history and relationship to the firm and other possible advisory services provided.”

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

How PMD Advisory bills

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

  • “All fees are negotiable based on the actual services to be provided, the complexity of your situation and the representative providing the services.”
  • “Half of the estimated cost of the plan will be due at the meeting and must be paid by check.”
  • “If only one meeting the fee will be due at the meeting and must be paid by check.”

How PMD Advisory’s fees compare

  • Its hourly rate of $200-$350 spans the Alabama median of $250. 61% of the 41 other Alabama planners that publish an hourly rate charge less.
  • 2 of the 2 other planners in Hoover that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$15,000 spans the Alabama median of $5,075. 74% of the 35 other Alabama planners that publish a flat or project fee charge less.
  • Its annual fee of $1,000 is below the Alabama median of $4,000. None of the 16 other Alabama planners that publish an annual fee charge less.

About PMD Advisory

“General Description of Primary Advisory Services Financial Planning & Consulting Services PMD Advisory provides financial planning services, which includes preparing a written financial plan covering specific or multiple topics.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 7 employees.
  • Registered as an adviser: 2023 (3 years).

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
2% a year
Minimum
$300 minimum fee (stated in brochure)
Clients
130
Employees
7
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, pension consulting, selecting other advisers, and educational seminars and workshops
Assets managed
$111,641,308
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
159443
Website
pmdadvisory.com (opens in new tab)
Phone
(205) 986-0060

Can advise clients in 2 states: Alabama, Georgia

Other planners in Hoover that publish fees

Compare all 6 planners in Hoover

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.