Nick Booth, CFP®, CDAA

North Bethesda, MD

Meets Virtually:

Meets In-Person:

Accepting New Clients:

Fee Models
  • Quarterly Subscription


  • One Time Fee


Typical Fee (Computed Monthly) *
Ideal Clients
  • Young Professionals
  • Newlyweds/Couples
  • Government Employees
  • Pre-Retirees
  • Lawyers
Areas of Specialization
  • Investments
  • Tax Strategies
  • Home Purchase
  • Early Career Planning
  • Mid-Career Planning

How do I help?

30-Minute Virtual Consultation: Meet directly with Nick Booth, CFP® to discuss your most pressing money challenges and review your financial health. This complimentary consultation is a great first step to getting confidence in your financial game plan.

The Clubhouse: An annual financial planning membership service. Team up with Nick Booth, CFP® on an on-going basis for all financial planning meetings, emails, calls and texts. $995 Initial fee, $297 quarterly subscription fee.

Portfolio Scouting Report: A one-time, tailored review of your finances. Designed for any age and wealth level. A financial second opinion. $995 one-time fee.

* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.