Chesapeake Financial Planners

Chesapeake Financial Planners is a financial planning and investment management firm led by fiduciary advisors who hold CFP and CPA credentials. The firm works with business owners, tech and SaaS professionals, retirees and pre-retirees, and people going through major changes such as an inheritance, divorce, or sale of a business. Its work covers retirement income, tax-aware planning, estate planning and trusts, college planning, and ongoing portfolio oversight.

There is no minimum asset level to get started. Financial planning and management oversight is priced at $3,000 to $10,000 per year depending on complexity, and investment management starts at 1.3% of assets and drops to 0.35% as portfolios grow. Fees are disclosed before any commitment. The office is in Forest Hill, Maryland.