Standup Advisors fees and pricing
Financial planner in Mount Airy, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Standup Advisors charges a monthly fee of $150-$500 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.
- Monthly fee
- $150-$500/mo
“We are compensated for these services via an upfront financial plan set-up fee of $1000-$3000 (based on complexity and client’s needs) for collecting client data, a client interview to understand their current situation, needs and goals, data analysis, plan development, and providing a personalized plan with…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Standup Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The ‘Financial Planning’ fees will be withdrawn from the client’s credit card on file within ten (10) days from signing of contract and every month thereafter.”
- “If, however, Adviser has served for less than the whole of any month, the fee shall be determined on a pro-rata basis for the portion of the month for which Adviser has served hereunder and Adviser will refund any unearned fee.”
- “At no point will the adviser bill an amount of more than $500 more than 6 months in advance.”
About Standup Advisors
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2017 (9 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
- 1.25% a year
- Clients
- 13
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $2,300,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 286468
- Phone
- (424) 327-8263
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.