Primas Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Clients are not required to utilize any third-party products or services that we may recommend, and they can receive similar services from other professionals at a similar or lower cost. 7 Financial Planning Hourly Fee Hourly Financial Planning engagements are offered at an hourly rate of $200 per hour.”

Flat or project fee

$100⁠-⁠$800

“Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge ranging between $100 and $800 and an ongoing fee that is paid monthly, in arrears, at the rate of $100-$800 per month.”

Monthly fee

$100⁠-⁠$800/mo

From the same sentence as above.

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

How Primas Financial Planning bills

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

• “This work will commence immediately after the fee is paid; therefore, the upfront portion of the fee will not be paid more than 6 months in advance.”
• “The fee will be determined based on the complexity of the client’s situation and may be negotiable in certain cases.”
• “Fees for this service may be paid by electronic funds transfer or check.”

How Primas Financial Planning’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.
• 1 of the 5 other planners in Columbia that publish an hourly rate charge less.
• Its flat or project fee of $100-$800 is below the Maryland median of $4,335. 5% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 1 of the 6 other planners in Columbia that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Primas Financial Planning

• Principal: Elizabeth Plot
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax 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

Charges a % of assets

No

Clients

31

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

322841

Phone

(443) 842-6933

Other planners in Columbia that publish fees

• Adenry Wealth LLCColumbia$300/hr, $300
• GLR PartnersColumbia$1,500
• Lee Financial Group, Inc.Columbia$150⁠-⁠$450/hr, $500⁠-⁠$10,000
• Patuxent Financial Partners, LLCColumbia$200/hr, $500
• Wagener-Lee, LLCColumbia$150⁠-⁠$350/hr, $500⁠-⁠$10,000
• Wealthy & Wise Family OfficeColumbia$50⁠-⁠$300/hr

Compare all 9 planners in Columbia