S
Seek the Plan
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides tailored financial planning and investment advice to individual clients, covering investment education, asset-allocation recommendations, and a range of non-investment planning topics such as tax optimization, cash-flow and budgeting analyses, credit and debt strategies, and estate/wealth-transfer considerations. It also offers financial education forums in the form of seminars and workshops for individuals, with attendees receiving the firm’s brochure when fees are charged.
In developing recommendations the firm relies on fundamental analysis and generally favors a long-term investment perspective, but it does not trade client accounts or act as a discretionary portfolio manager; financial plans are prepared and delivered, and updates or ongoing oversight are available only if specifically requested. Clients implement investment recommendations through their chosen custodians and receive statements directly from those custodians rather than from the firm.
Notably for a firm in the investment-manager category, the adviser emphasizes education and charges non‑AUM fees — including hourly, project-based and seminar fees — rather than relying on percentage-of-assets-under-management billing, and it does not hold custody of client assets. The adviser also reports involvement in external education and community roles, and it does not accept sales commissions or compensation from product sponsors.
Client services
Financial planning
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
General tax planning
Cash flow / budgeting
Debt management
General estate planning guidance
Fee options
Fixed fees up to $15,000 per comprehensive financial plan; ongoing monthly fees $50 to $1,000 depending on scope and frequency; seminar fees up to $1,000 per seminar
$250 per hour (negotiable)
Fee-only: Hourly fee of $250 per hour (negotiable), fixed fees up to $15,000 per plan, ongoing fees $50 to $1,000 per month, seminar fees up to $1,000 per seminar
Main office location
Seek the Plan
Baltimore MD, United States
Number of offices
1
Most active in
Seek the Plan has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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