Planning for Progress
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$26,296,901
Clients
55
22% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
55
HighAverage account size
$478,125
About
Planning for Progress works primarily with middle‑ and upper‑middle‑income individuals and families and also makes services available to small businesses, nonprofit organizations, and employer plan sponsors. Its offerings cover comprehensive and project‑based financial planning, hourly advice, investment management, educational presentations and workshops, and retirement plan consulting.
The firm is fee‑only and provides both discretionary and non‑discretionary investment management, typically implementing diversified, long‑term asset‑allocation strategies with periodic rebalancing and attention to tax efficiency. It frequently uses outside managers and digital custodial platforms to execute and service accounts, and tailors recommendations to clients’ goals, risk tolerance, and, when requested, political or values‑based preferences.
Compared with many peers, the firm regularly provides educational seminars and workshops to workplaces and community groups and delivers retirement plan consulting to plan sponsors—services that are relatively uncommon among independent advisors. It also structures engagement options to broaden access (including no minimums and crediting prior project or hourly work toward ongoing planning) and relies on platform relationships that provide practice‑management support alongside custody and execution.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Cash flow / budgeting
Income planning
General tax planning
General estate planning guidance
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Demographic focus
Mid-Career Professionals
Fee options
$0 - $499,999.99: 0.85% $500,000 - $999,999.99: 0.75% $1,000,000+: 0.65%
Up to $400 per hour, billed in 15-minute increments.
Fee-only: Fees are negotiable, paid by clients only, no commissions from other parties.
Main office location
Planning for Progress
Silver Spring MD, United States
Number of offices
1
Most active in
Planning for Progress has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Maryland · Texas
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.
-
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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