Joseph Manfredi
Baltimore-Washington Financial Advisors · Columbia, Maryland
Joseph Manfredi is a fee-only financial advisor at Baltimore-Washington Financial Advisors in Columbia, Maryland. Baltimore-Washington Financial Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Baltimore-Washington Financial Advisors |
|---|---|
| Based in | Columbia, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.99B across 5,301 accounts |
| SEC registration | Investment adviser representative in MD, TX · CRD 1882511 |
| Exams passed | Series 63 (1988) · Series 65 (1994) · Series 66 (2006) |
| Firm size | 36 employees |
| Disclosures | None reported |
| Website | www.bwfa.com |
How Joseph's firm compares
- Baltimore-Washington Financial Advisors's average account is about $563,000, from its Form ADV (assets managed divided by 5,301 accounts).
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Questions about Joseph
Is Joseph Manfredi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Baltimore-Washington Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Baltimore-Washington Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Joseph Manfredi based?
Joseph Manfredi is based in Columbia, Maryland.
Is Joseph Manfredi registered with the SEC?
Yes. Joseph Manfredi is registered as an investment adviser representative in MD and TX (CRD 1882511), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Baltimore-Washington Financial Advisors manage?
Baltimore-Washington Financial Advisors reports $2.99B across 5,301 accounts in assets under management.
How do I contact Joseph Manfredi?
Through Joseph's website, www.bwfa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Columbia
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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