# CFA financial advisors in Maryland

> In Maryland, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Stein Olavsrud of FBB Capital Partners, Teancum Light of Lighthouse Wealth Management and Jeremy Eppley of Silverstone Financial.

Page: https://find.wellspent.co/by/cfa-financial-advisors/maryland/
67 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors who hold the CFA in Maryland?

In Maryland, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Stein Olavsrud of FBB Capital Partners, Teancum Light of Lighthouse Wealth Management and Jeremy Eppley of Silverstone Financial.

## How many fee-only advisors who hold the CFA in Maryland are there?

The Wellspent public graph lists 67 fee-only advisors who hold the CFA in Maryland, at 37 firms. We counted every advisor record that fits, as of October 2026.

## Where are fee-only advisors who hold the CFA in Maryland located?

Of the 67 fee-only advisors who hold the CFA in Maryland, 28 are in Bethesda, followed by 10 in Baltimore and 7 in Rockville.

## How do fee-only advisors who hold the CFA in Maryland charge?

The most common fee among fee-only advisors who hold the CFA in Maryland is a percentage of assets, used by 96% of the 67 with fees on file. Many use more than one: 67% charge fixed fees and 63% charge by the hour.

## How many fee-only advisors who hold the CFA in Maryland hold the CFP?

24% of the 67 fee-only advisors who hold the CFA in Maryland hold the CFP certification, based on the credentials listed on each record.

## How much do fee-only financial advisors charge in Maryland?

Fee-only financial advisors in Maryland charge a median of $3,800 a year for ongoing planning. We found this across the published prices of 18 Maryland firms.

## How much does a one-time financial plan cost in Maryland?

A one-time financial plan from a fee-only firm in Maryland has a median price of $830. We found this across the published prices of 14 Maryland firms.

## How does Wellspent decide who counts as fee-only advisors who hold the CFA?

We count an advisor here when their record lists the CFA.

## What should I ask fee-only advisors who hold the CFA in Maryland?

Who handles my tax and retirement planning? How do you build a portfolio? Do you pick investments yourself, or use funds? How do you charge?

## How current is this list of fee-only advisors who hold the CFA in Maryland?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Avanti Shetye](https://find.wellspent.co/advisors/avanti-shetye.md) | Wealthwyzr, LLC | Ellicott City, Maryland | CFP, CFA, MBA | Subscription, One-time planning fee, Hourly |
| [Jeremy Eppley](https://find.wellspent.co/advisors/jeremy-eppley.md) | Silverstone Financial | Owings Mills, Maryland | CFP, CPWA, APMA, CRPC, MSFP, CFA | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee |
| [Clark Kendall](https://find.wellspent.co/advisors/clark-kendall.md) | Kendall Capital Management | Rockville, Maryland | AEP, CFA, CFP | Percentage of assets, Ongoing planning fee |
| [Philip Weiss](https://find.wellspent.co/advisors/philip-weiss.md) | Apprise Wealth Management LLC | Phoenix, Maryland | CFA, CPA | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Steven Jefferys](https://find.wellspent.co/advisors/steven-jefferys.md) | Arch Financial Advisors, LLC | Bethesda, Maryland | CFA, CFP, MBA | Hourly, Fixed fees |
| [Teancum Light](https://find.wellspent.co/advisors/teancum-light.md) | Lighthouse Wealth Management | Towson, Maryland | CFP, CPA, JD, CFA, MBA | Percentage of assets, Hourly |
| [Stein Olavsrud](https://find.wellspent.co/advisors/stein-olavsrud.md) | FBB Capital Partners | Bethesda, Maryland | AAMS, CFP, CMFC, CFA, CPA | Percentage of assets, Hourly, Fixed fees |
| [Stephanie Anderson](https://find.wellspent.co/advisors/stephanie-anderson.md) | Councilor | Bethesda, Maryland | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Amanda Hopkins Clouser](https://find.wellspent.co/advisors/amanda-hopkins-clouser.md) | RCS Financial Planning | Annapolis, Maryland | CFA | Percentage of assets, Hourly, Fixed fees |
| [Jeyamariappan Ganapathy](https://find.wellspent.co/advisors/jeyamariappan-ganapathy.md) | Samatva Wealth Management | Clarksburg, Maryland | CFA | Percentage of assets, Hourly, Fixed fees |
| [Philip Snyder](https://find.wellspent.co/advisors/philip-snyder.md) | Snyder Asset Management | Hunt Valley, Maryland | CFA | Percentage of assets |
| [Thomas Bonvissuto](https://find.wellspent.co/advisors/thomas-bonvissuto.md) | Intero Financial Planning | Parkton, Maryland | CFP, ChFC, CFA | One-time planning fee, Ongoing planning fee |
| [Aaron Wall](https://find.wellspent.co/advisors/aaron-wall.md) | Fidelis Capital | Bethesda, Maryland | CFA | Percentage of assets, Fixed fees |
| [David Sheiman](https://find.wellspent.co/advisors/david-sheiman.md) | The Ellerson Group | Annapolis, Maryland | CFA | Percentage of assets, Hourly |
| [Gregory Estes](https://find.wellspent.co/advisors/gregory-estes.md) | Councilor | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees |
| [Matthew Klein](https://find.wellspent.co/advisors/matthew-klein.md) | Lee-Kelleher-Klein Wealth Management | Ellicott City, Maryland | CFP, CFA | Percentage of assets |
| [Alan Myers](https://find.wellspent.co/advisors/alan-myers.md) | Aerie Capital Management | Baltimore, Maryland | CFA | Percentage of assets, Hourly |
| [Frank Byskov](https://find.wellspent.co/advisors/frank-byskov.md) | Forty4 Financial | Bethesda, Maryland | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Alex Seleznev](https://find.wellspent.co/advisors/alex-seleznev.md) | Capital Squared Financial | Rockville, Maryland | CFA, CFP, MBA | Percentage of assets, Fixed fees |
| [Ben Waller](https://find.wellspent.co/advisors/ben-waller.md) | WBH Advisory | Baltimore, Maryland | CFA, CFP | Percentage of assets, Hourly, Fixed fees |
| [Andrew Schenker](https://find.wellspent.co/advisors/andrew-schenker.md) | Heritage Investors Management | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees |
| [Brian Curtin](https://find.wellspent.co/advisors/brian-curtin.md) | Heritage Investors Management | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees |
| [Brian Hawthorne-Codato](https://find.wellspent.co/advisors/brian-hawthorne-codato.md) | Glassy Mountain Advisors | Bethesda, Maryland | CFA | Percentage of assets |
| [Craig Lukin](https://find.wellspent.co/advisors/craig-lukin.md) | Heritage Investors Management | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees |
| [Derek Stone](https://find.wellspent.co/advisors/derek-stone.md) | Heritage Investors Management | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees |
| [Jordan Daugherty](https://find.wellspent.co/advisors/jordan-daugherty.md) | FSA Wealth Partners | Rockville, Maryland | CFA | Percentage of assets, Hourly, Fixed fees |
| [Kenneth Long](https://find.wellspent.co/advisors/kenneth-long.md) | Heritage Investors Management | Bethesda, Maryland | CFA, CIC | Percentage of assets, Hourly, Fixed fees |
| [Michael Cornfeld](https://find.wellspent.co/advisors/michael-cornfeld.md) | Heritage Investors Management | Bethesda, Maryland | CFA, CIC | Percentage of assets, Hourly, Fixed fees |
| [Michael McIntyre](https://find.wellspent.co/advisors/michael-mcintyre.md) | Glassy Mountain Advisors | Bethesda, Maryland | CFA | Percentage of assets |
| [Ronald Rough](https://find.wellspent.co/advisors/ronald-rough.md) | FSA Wealth Partners | Rockville, Maryland | CFA | Percentage of assets, Hourly, Fixed fees |
| [Scott Wilson](https://find.wellspent.co/advisors/scott-wilson.md) | Heritage Investors Management | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees |
| [Taylor Fucci](https://find.wellspent.co/advisors/taylor-fucci.md) | Heritage Investors Management | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees |
| [William Kauffman](https://find.wellspent.co/advisors/william-kauffman.md) | Paramount Investments | Lutherville, Maryland | CFA | Percentage of assets |
| [Timothy Pang](https://find.wellspent.co/advisors/timothy-pang.md) | Sargent Investment Group | Bethesda, Maryland | CFA | Percentage of assets |
| [Christopher Warner](https://find.wellspent.co/advisors/christopher-warner.md) | Warner Financial | Bethesda, Maryland | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Matthew Goette](https://find.wellspent.co/advisors/matthew-goette.md) | Black Diamond Financial | Lutherville, Maryland | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Michael Mussio](https://find.wellspent.co/advisors/michael-mussio.md) | FBB Capital Partners | Bethesda, Maryland | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Sean Flynn](https://find.wellspent.co/advisors/sean-flynn.md) | Planvest Financial | Gaithersburg, Maryland | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Asitha De Silva](https://find.wellspent.co/advisors/asitha-de-silva.md) | Capital Squared Financial | Rockville, Maryland | CFA | Percentage of assets, Fixed fees |
| [Brad Neumann](https://find.wellspent.co/advisors/brad-neumann.md) | Trumbower Financial Advisors | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees |
| [Bryce Sistrunk-Lewis](https://find.wellspent.co/advisors/bryce-sistrunk-lewis.md) | Edgemoor Investment Advisors | Bethesda, Maryland | CFA | Percentage of assets |
| [Christina Bresnan](https://find.wellspent.co/advisors/christina-bresnan.md) | Trumbower Financial Advisors | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees |
| [Damian Gallina](https://find.wellspent.co/advisors/damian-gallina.md) | Buttonwood Financial Advisors | Baltimore, Maryland | CFA | Percentage of assets, Fixed fees |
| [Daniel Dent](https://find.wellspent.co/advisors/daniel-dent.md) | D.F. Dent and Company | Baltimore, Maryland | CFA | Percentage of assets |
| [Daniel Kane](https://find.wellspent.co/advisors/daniel-kane.md) | Carderock Capital Management | Chevy Chase, Maryland | CFA | Percentage of assets, Hourly, Fixed fees |
| [Danish Jawaid](https://find.wellspent.co/advisors/danish-jawaid.md) | FBB Capital Partners | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees |
| [David Malmgren](https://find.wellspent.co/advisors/david-malmgren.md) | Parkview Capital | Germantown, Maryland | CFA | Percentage of assets, Hourly |
| [David Warner](https://find.wellspent.co/advisors/david-warner-4433138.md) | Warner Financial | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees |
| [Derek Elphick](https://find.wellspent.co/advisors/derek-elphick.md) | Castfirm Advisors | Kensington, Maryland | CFA | Percentage of assets, Fixed fees |
| [James Mersereau](https://find.wellspent.co/advisors/james-mersereau.md) | Carderock Capital Management | Chevy Chase, Maryland | CFA | Percentage of assets, Hourly, Fixed fees |

Showing the first 50 of 67. The full list, page by page: https://find.wellspent.co/by/cfa-financial-advisors/maryland/?page=2

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).