PlannerFees

Turning Point Financial fees and pricing

Financial planner in Frederick, Maryland. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 1, 2026, Turning Point Financial charges $350⁠-⁠$3,000 an hour, a flat or project fee of $500⁠-⁠$10,000, and an annual fee of $5,000⁠-⁠$150,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350⁠-⁠$3,000/hr
“The average rate for a standard financial plan is $3,000, or $350/hour.”
Flat or project fee
$500⁠-⁠$10,000
“The fixed rate for creating client financial plans ranges from $500 and $10,000, depending on complexity of the scope of work, and is disclosed to the client in advance of providing services.”
Annual fee
$5,000⁠-⁠$150,000/yr
“Ongoing business consulting and accounting services range from $5,000 - $150,000 per year for full-service accounting support, and all arrangements are memorialized in a letter of engagement and quoted before services are provided.”

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

How Turning Point Financial bills

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

  • “If the client fails to show up for the plan presentation meeting, the plan will be delivered via secure email or mail and all remaining fees will be billed to the client or the client’s accounts.”
  • “From time to time, Turning Point will offer financial planning services for an hourly charge which is agreed upon in advance.”
  • “Clients may terminate the agreement without penalty, for full refund of Turning Point’s fees, within five business days of signing the Financial Planning Agreement.”

How Turning Point Financial’s fees compare

  • Its hourly rate of $350-$3,000 is above the Maryland median of $300. 100% of the 156 other Maryland planners that publish an hourly rate charge less.
  • 4 of the 4 other planners in Frederick that publish an hourly rate charge less.
  • 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 4 other planners in Frederick that publish a flat or project fee charge less.
  • Its annual fee of $5,000-$150,000 is above the Maryland median of $5,000. 100% of the 28 other Maryland planners that publish an annual fee charge less.

About Turning Point Financial

“Turning Point provides financial planning and investment management services to clients based on each person’s individual needs and circumstances.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 23 employees.
  • Founded: 1994 (32 years).

Planning areas mentioned in the brochure

  • Estate planning

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
1.6% a year
Clients
784
Employees
23
Works with
Individuals, high net worth individuals, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$339,382,378
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
301282
Website
tpfinancial.com (opens in new tab)
Phone
(301) 846-9336

Can advise clients in 20 states: California, Colorado, District of Columbia, Delaware, Florida, Georgia, Louisiana, Maryland, Michigan, North Carolina, Nebraska, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia

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