Financial First Advisors
46yrs
Top advisor by experience in Columbia
8yrs
Elizabeth Plot
Financial advisor at Primas Financial Planning
Elizabeth Plot is a financial advisor in Columbia, Maryland, with 8 years in the industry. Elizabeth joined Primas Financial Planning in 2022, after four years at Tessara Wealth. Elizabeth’s designations include CFP® and ChFC.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office10490 Little Patuxent Parkway Suite 600, Columbia, MD 21044
How the firm is paid ?Hourly, Flat fee
States licensed ?2 states
Services through Primas Financial Planning
Financial planningEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2022 – nowPrimas Financial PlanningCurrent firm
- 2018 – 2022Tessara WealthPreviously
Contact Elizabeth
(443) 842-6933Primas Financial Planning main office 10490 Little Patuxent Parkway Suite 600Columbia, MD 21044Office · Get directions
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Questions to ask Elizabeth
Tailored to Elizabeth’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Elizabeth
How do I contact Elizabeth?
Call Primas Financial Planning at (443) 842-6933 and ask for Elizabeth Plot. Elizabeth works from the Columbia, MD office.
How long has Elizabeth been a financial advisor?
Elizabeth has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Elizabeth hold?
No exams are listed on the official record.
Is Elizabeth a fiduciary?
Elizabeth is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Elizabeth paid?
Primas Financial Planning reports being paid by hourly fees, flat or fixed fees. Ask Elizabeth for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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