PlannerFees

Welsh Financial & Accounting Services, LLC fees

Financial planner in Sykesville, Maryland. Registered with state securities regulators.

Welsh Financial & Accounting Services, LLC (Sykesville, MD) listed $90 an hour for financial planning in a Form ADV Part 2A brochure dated June 3, 2016, which is more than 18 months old.

Published fees

Old brochure. These fees come from a brochure dated June 2016, more than 18 months before our data. The firm may charge differently now, and the fees don't count toward any median.

Quoted from the firm's Form ADV Part 2A brochure, filed June 3, 2016. Fees can change.

Hourly rate
$90/hr
“3) Specific Financial Planning - $90 per hour - Analysis of such issues as IRA distributions & pension choices.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Adviser record on IAPD (opens in new tab)

At a glance

From the June 2016 brochure

Also charges a % of assets
No
Minimum
None stated in the brochure
Credentials held at the firm
CFP® professional (opens in new tab) and CPA
Registered since
2007 (19 years)

About Welsh Financial & Accounting Services, LLC

“We provide tax planning, accounting services and comprehensive personal financial planning services on a fee-only basis.”
From the firm's description of its advisory business in its Form ADV brochure.

Planning areas mentioned in the brochure

  • Tax planning

Firm details from Form ADV

How the firm is paid
Hourly fees and flat or fixed fees
Works with
Individuals
Services reported to regulators
Financial planning
Registered with
State securities regulators
Disciplinary disclosures
None reported on Form ADV as of June 3, 2016
CRD number
142893 (opens in new tab)
Website
welshfinacctg.com (opens in new tab)
Phone
(410) 549-1075

More planners in Maryland that publish fees

Compare all 177 planners in Maryland

Is something on this page wrong or out of date?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