Catharine Fairley Planning Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
20
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
20
Average account size
$0
About
The firm provides fee-only, hourly financial planning to individuals, business owners and trustees and offers related tax planning, tax preparation and litigation-support services through a separately owned CPA practice. The principal holds CPA, CFP and CDFA credentials, and many financial planning clients also use the related tax firm’s services though tax work is not required.
The firm’s investment advice emphasizes a long-term buy-and-hold approach using diversified, no-load mutual funds and ETFs selected with Morningstar ratings and fundamental analysis, and it may recommend dollar‑cost averaging for new investments. The firm does not manage client assets, does not accept custody or discretionary authority, and expects clients to implement recommendations while offering periodic reviews and assistance with employer retirement plan choices.
Distinctive features include the formal affiliation with a tax and accounting practice and a significant focus on tax and divorce-related financial services; the principal devotes a majority of professional time to tax and divorce work while providing planning on an hourly basis. The practice maintains a small client base, bills only by the hour, does not charge percentage-of-AUM fees, does not receive commissions, and does not participate in wrap-fee or asset-management programs, creating a planning-focused, non-implementation service model.
Client services
Expertise
Demographic focus
Fee options
$275 per hour (hourly rate will go to $300 per hour effective 2/1/25), time prorated in fifteen-minute increments
Account minimum: No specified minimum investment or account size required Fee-only: Hourly fee of $275 per hour (increasing to $300 per hour effective 2/1/25), billed in 15-minute increments
Main office location
Catharine Fairley Planning Group LLC
3 College Ave #1
Frederick MD 21701, United States
Number of offices
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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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