Nick Booth
CFP®CDAA
Fee Structures
Annual
$3,000/yr
One-time
$3,600+
Hourly
$300/hr

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/

Areas of Specialization

Pre-Retirement Planning
Investments
Tax Strategies
Early Career Planning
Home Purchase

Ideal Clients

Pre-Retirees
Young Professionals
High Earners ($250k - $500k)
Newlyweds/Couples
Families with Children

Contact Information

North Bethesda, MD
Meets Virtually
Meets In-Person
Accepting New Clients