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Nick Booth

CFP®

CDAA

Contact Information

North Bethesda, MD

Meets Virtually:

Meets In-Person:

Accepting New Clients:

About Me

I’m an advice-only financial planner based in North Bethesda, MD. I offer three services: The Hour, The Plan and The Clubhouse.

My current clients are generally seeking help with:

1) Major life decisions such as getting married, buying a home, starting a family, receiving an inheritance, starting to invest, etc.

2) Planning for retirement.

3) A second opinion on their self-managed or advisor-managed investment portfolio.

Check my guide, Where to Start With Money? https://nineinningfinance.com/writing/nine-inning-finance-guide-where-to-start-with-money

To learn more, visit www.nineinningfinance.com.

Read Nick’s newsletter here: https://moundvisits.substack.com/

Fee Models
  • Annual:

    $450/yr

  • One Time Fee:

    $3,600

  • Hourly:

    $300/hr

*Fees are subject to change. Contact this advisor for their most up to date fees.

Ideal Clients
  • Pre-Retirees

  • Young Professionals

  • High Earners ($250k - $500k)

  • Newlyweds/Couples

  • Families with Children

Areas Of Specialization
  • Pre-Retirement Planning

  • Investments

  • Tax Strategies

  • Early Career Planning

  • Home Purchase

* 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.