Wealth Planning Group fees and pricing

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

According to its Form ADV Part 2A brochure dated March 27, 2026, Wealth Planning Group charges $250⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250⁠-⁠$500/hr; “Registrant’s planning and consulting fees are negotiable, but generally range up to $25,000 on a fixed fee basis, and from $250 to $500 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

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

“In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice. 12 C.”
“Registrant’s annual investment advisory fee shall be prorated and paid monthly or quarterly, in arrears, based upon the market value of the assets on the last business day of the previous month or quarter.”
“Upon termination, the Registrant’s fee shall be prorated based upon the number of days service was provided during the concluding period and shall become due and payable as of the date of termination.”

Its hourly rate of $250-$500 spans the Maryland median of $300. 67% of the 156 other Maryland planners that publish an hourly rate charge less.
8 of the 9 other planners in Baltimore that publish an hourly rate charge less.

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% a year
Clients: 380
Employees: 6
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, and portfolio management for businesses and institutions
Assets managed: $360,876,104
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 291708
Website: linkedin.com/in/steve-gessner-cfp-65878a5 (opens in new tab)
Phone: (410) 522-2030

Is something on this page wrong or out of date?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.