LET’S SEE IF WE’RE A GOOD FIT

Personal financial guidance starts with a conversation

At OnPlane Financial Advisors, I work with a limited number of families who value comprehensive financial planning, thoughtful investment management, and an ongoing relationship with their advisor.

Our first conversation is an opportunity to get acquainted, discuss your financial situation and priorities, and determine whether working together makes sense.

schedule a call

who we work best with

OnPlane Financial Advisors may be a good fit if you:

a personal relationship. not just a financial plan.

I intentionally work with a limited number of client families so I can provide the attention, accessibility, and ongoing guidance they deserve.

When you work with OnPlane Financial Advisors, you work directly with me—from developing your financial plan to implementing recommendations and navigating important decisions along the way.

STRAIGHTFORWARD, FLAT-FEE PRICING

$10,000

annual starting fee

Billed Quarterly in Advance

Your fee includes comprehensive financial planning, investment management, implementation support, and ongoing guidance.

OnPlane Financial Advisors does not charge percentage-based advisory fees or earn commissions from recommended investments.

frequently asked questions

Answers to a few common questions about working with OnPlane Financial Advisors.

 

+ How does OnPlane Financial Advisors Make Money?

OPFA is a fee-only financial planning firm. On top of that, I use a flat-fee structure which means it's a transparent and easy to understand line item on every one of your statements. No commissions here. The ONLY source of compensation is from OPFA Families, and OPFA Families alone.

A transparent, flat fee includes ongoing retirement and financial planning PLUS the management of all your investment accounts. The goal is to lower your taxes, reduce risk, and make sure you can retire without worry.

No investments yet? No worries. The transparent, flat fee (payable monthly or quarterly) provides expert financial planning geared to supercharge your savings and help you grow your investments.

Schedule your first phone call with us and find out if we're a good fit to work together. This will help you make an educated and informed decision about working with OnPlane Financial Advisors and others you may be considering.

+ Do You Offer an Hourly or One-Time Project Fee Option?

My goal is to form decades-long partnerships with OPFA Families and be someone they trust and want to be around for all those years. Hourly fee or one-time project fee options don’t create the types of relationships I'm looking to establish. If you’re looking a for a financial planner that can handle those arrangements, let me know and I’ll do my best to connect you with a planner that would be a better fit.

+ How Are You Different Than Other Financial Advisors?

The flat fee model is a big differentiator. An assets-under-management (AUM) fee model is the standard in our industry. It wasn’t the right fit for my firm.

I limit the number of OPFA Families I take on to deliver massive value and personalized service. In addition to that, OPFA is designed to stop accepting new families at a certain threshold so our Families know we’ll never get too big for our britches and you’ll never get handed off to another advisor.

I invest in industry-leading technology to simplify OPFA Families’ lives and make their financial lives easier.

+ Why OnPlane Financial Advisors?

I love this question. First, let me tell you who shouldn’t hire us: Ostriches. Financial Advisors & Ostriches DO NOT work well together. Meetings won't happen, you'll put off doing the work and honestly we'll likely end up wasting each others time - and some of your money.

Also, if you’re looking for an advisor who will trade your investments in an attempt to “beat the market” then yeah, we’re also not a good fit. Why? We only focus on financial factors you can control. And trying to predict whether the market will go up or down or when interest rates are going to go up? Not factors we have any control over.

But hey, if you like things like lower tax bills, smarter investing, and maximizing your financial life then you’re in the right place.

ready to start a conversation?

Here’s where we both get a chance to make sure we’re a good fit.

OnPlane Financial Advisors LLC (“OPFA LLC”) is a registered investment adviser offering advisory services in the State(s) of Maryland and Virginia, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by OPFA LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of OPFA LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.