Seek the Plan fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 25, 2019. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The Advisors hourly fee will be billed at a rate of $250 per hour but may be negotiated in advance.”

Monthly fee

$50⁠-⁠$1,000/mo

“These clients will enter into a separate financial planning agreement with the Advisor and be billed between $50 to $1,000 per month in arrears for such services, depending on the scope and frequency of the requested services.”

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

How Seek the Plan bills

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

• “Hourly fee-based clients are billed either upon completion of the required services, or for longer projects, on a monthly in arrears basis as work as the work progresses.”
• “Prosper will charge a fixed fee for comprehensive financial planning services (project-based fees) of up to $15,000 per plan depending on the services required and as negotiated and contracted for with client in advance.”
• “Project-based fixed fees will be billed in advance, monthly in arrears, or Prosper Financial Page 4 half in advance and half upon completion and delivery of the plans as contracted with the client.”

How Seek the Plan’s fees compare

• Its hourly rate of $250 is below the Maryland median of $300. 24% of the 156 other Maryland planners that publish an hourly rate charge less.
• 1 of the 9 other planners in Baltimore that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Seek the Plan

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304799

Phone

(516) 647-8039

Other planners in Baltimore that publish fees

• Aerie Capital ManagementBaltimore$250/hr, $1,000⁠-⁠$2,500
• Buttonwood Financial Advisors, Inc.Baltimore$500
• Charles Street Asset Management, Inc.Baltimore$200⁠-⁠$300/hr, $1,000⁠-⁠$10,000
• Docempowered, LLCBaltimore$600/hr, $600⁠-⁠$1,000/mo
• Equatorial Advisors, LLCBaltimore$150⁠-⁠$500
• Foundry Wealth Advisors, LLCBaltimore$250/hr, $2,000⁠-⁠$10,000

Compare all 25 planners in Baltimore