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Champion Financial Planning Group, LLC (Annapolis)


Champion Financial Planning Group, LLC is an adviser based in Annapolis. It manages $44.99 million of regulatory assets for 123 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Maryland.

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Champion Financial Planning Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Champion Financial Planning Group: assets under management

The assets under management (AUM) of Champion Financial Planning Group, LLC is $44.99 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $44.99 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $365.8 thousand each.
Champion Financial Planning Group has custody of $44.99 million in cash and securities for 36 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Champion Financial Planning Group, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Annapolis

The principal office where Champion Financial Planning Group, LLC performs its advisory services is located at 801 Compass Way, Annapolis, MD 21401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 443-994-8719 or by fax 443-320-0999. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at championfpg.com.


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