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WEALTHPLANS, LLC

Financial Advisor serving Frederick, Maryland · 1 of 7 financial advisors in the area

📍 5970 FREDERICK CROSSING LANE, FREDERICK, MD 21704
📞 (301) 695-••••
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📍 5970 FREDERICK CROSSING LANE, FREDERICK, MD 21704

About WEALTHPLANS, LLC

WEALTHPLANS, LLC is a financial advisor located in Frederick, Maryland. As a local financial advisor, they serve Frederick and surrounding communities in Maryland. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Frederick should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Maryland securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Frederick

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Frederick may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Frederick

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
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Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Frederick?
Financial Advisors in Frederick typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Frederick?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 7 financial advisors in Frederick to choose from.
Does WEALTHPLANS, LLC offer free quotes?
Contact WEALTHPLANS, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

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BESTGATE WEALTH ADVISORS, LLC

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POTOMAC ASSET MANAGEMENT CO INC

5 SOUTH MARKET STREET, FREDERICK, MD 21701

MOORE WEALTH LLC

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VERIDIAN CAPITAL PARTNERS

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MOORE WEALTH

50 CARROLL CREEK WAY