Elizabeth Plot is a CFP, ChFC-designated registered investment advisor at Primas Financial Planning, based in Columbia, MD, with 7 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 4 more. Their firm serves 31 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Primas Financial Planning offers ongoing financial planning for a monthly fee of $100-$800, determined by the complexity of your situation. This includes developing and implementing a financial plan, monitoring its progress, and recommending changes. You'll have monthly or quarterly meetings for the first year, and an annual review to ensure the plan is up-to-date.
Primas Financial Planning offers hourly financial planning engagements at a rate of $200 per hour.
Contact
Elizabeth Plot
Location
10490 Little Patuxent Pkwy, Suite 600, Columbia, MD, 21044
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Elizabeth works as a tax preparer for PIM Tax Services, LLC since January 2023. This takes about a quarter of her time, with about 10-20% of her time spent during securities trading hours.
Employment History
Current Registrations
Primas Financial Planning
Previous Registrations
Ballast Point Financial Planning, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.