CFA financial advisors in Maryland
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Stein Olavsrud FBB Capital Partners, Bethesda Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Teancum Light Lighthouse Wealth Management, Towson Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Jeremy Eppley Silverstone Financial, Owings Mills Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Thomas Bonvissuto Intero Financial Planning, Parkton Holds the CFP and CFA. Fees on file: one-time planning fee, ongoing planning fee.
- Avanti Shetye Wealthwyzr, LLC, Ellicott City Holds the CFP and CFA. Fees on file: subscription, one-time planning fee.
- Philip Weiss Apprise Wealth Management LLC, Phoenix Holds the CFA and CPA. Fees on file: percentage of assets, flat fee or retainer.
By the numbers
- Advisors listed
- 67
- Firms
- 37
- Cities
- 16
- Hold the CFP
- 24%
- Other credentials: CFA 100% · CPA 4% · ChFC 1%
- How they charge (of 67 with fees on file): percentage of assets 96% · fixed fees 67% · hourly 63% · ongoing planning fee 6%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFA financial advisors by state
- California (276)
- Massachusetts (150)
- Texas (138)
- Pennsylvania (131)
- New York (125)
- Illinois (120)
- Florida (115)
- Georgia (104)
- Colorado (87)
- Ohio (80)
- North Carolina (76)
- Virginia (74)
- Michigan (73)
- Washington (70)
- Minnesota (63)
- Wisconsin (59)
- New Jersey (58)
- Tennessee (54)
- Connecticut (47)
- Arizona (46)
- Oregon (36)
- Missouri (33)
- Indiana (27)
Questions about cFA financial advisors
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.
All 67 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Avanti Shetye Fee-only, advice-only planning for high-net-worth retirees, pre-retirees and high earners facing retirement income, tax and equity compensation decisions. | Wealthwyzr, LLC | Ellicott City | CFP, CFA, MBA | Subscription, One-time planning fee |
| Jeremy Eppley | Silverstone Financial | Owings Mills | CFP, CPWA, APMA, CRPC | Percentage of assets, Hourly |
| Clark Kendall | Kendall Capital Management | Rockville | AEP, CFA, CFP | Percentage of assets, Ongoing planning fee |
| Philip Weiss | Apprise Wealth Management LLC | Phoenix | CFA, CPA | Percentage of assets, Flat fee or retainer |
| Steven Jefferys | Arch Financial Advisors, LLC | Bethesda | CFA, CFP, MBA | Hourly, Fixed fees |
| Teancum Light | Lighthouse Wealth Management | Towson | CFP, CPA, JD, CFA | Percentage of assets, Hourly |
| Stein Olavsrud | FBB Capital Partners | Bethesda | AAMS, CFP, CMFC, CFA | Percentage of assets, Hourly |
| Stephanie Anderson | Councilor | Bethesda | CFP, CFA | Percentage of assets, Hourly |
| Amanda Hopkins Clouser | RCS Financial Planning | Annapolis | CFA | Percentage of assets, Hourly |
| Jeyamariappan Ganapathy | Samatva Wealth Management | Clarksburg | CFA | Percentage of assets, Hourly |
| Philip Snyder | Snyder Asset Management | Hunt Valley | CFA | Percentage of assets |
| Thomas Bonvissuto | Intero Financial Planning | Parkton | CFP, ChFC, CFA | One-time planning fee, Ongoing planning fee |
| Aaron Wall | Fidelis Capital | Bethesda | CFA | Percentage of assets, Fixed fees |
| David Sheiman | The Ellerson Group | Annapolis | CFA | Percentage of assets, Hourly |
| Gregory Estes | Councilor | Bethesda | CFA | Percentage of assets, Hourly |
| Matthew Klein | Lee-Kelleher-Klein Wealth Management | Ellicott City | CFP, CFA | Percentage of assets |
| Alan Myers | Aerie Capital Management | Baltimore | CFA | Percentage of assets, Hourly |
| Frank Byskov | Forty4 Financial | Bethesda | CFP, CFA | Percentage of assets, Hourly |
| Alex Seleznev | Capital Squared Financial | Rockville | CFA, CFP, MBA | Percentage of assets, Fixed fees |
| Ben Waller | WBH Advisory | Baltimore | CFA, CFP | Percentage of assets, Hourly |
| Andrew Schenker | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Brian Curtin | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Brian Hawthorne-Codato | Glassy Mountain Advisors | Bethesda | CFA | Percentage of assets |
| Craig Lukin | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Derek Stone | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Jordan Daugherty | FSA Wealth Partners | Rockville | CFA | Percentage of assets, Hourly |
| Kenneth Long | Heritage Investors Management | Bethesda | CFA, CIC | Percentage of assets, Hourly |
| Michael Cornfeld | Heritage Investors Management | Bethesda | CFA, CIC | Percentage of assets, Hourly |
| Michael McIntyre | Glassy Mountain Advisors | Bethesda | CFA | Percentage of assets |
| Ronald Rough | FSA Wealth Partners | Rockville | CFA | Percentage of assets, Hourly |
| Scott Wilson | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Taylor Fucci | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| William Kauffman | Paramount Investments | Lutherville | CFA | Percentage of assets |
| Timothy Pang | Sargent Investment Group | Bethesda | CFA | Percentage of assets |
| Christopher Warner | Warner Financial | Bethesda | CFP, CFA | Percentage of assets, Hourly |
| Matthew Goette | Black Diamond Financial | Lutherville | CFP, CFA | Percentage of assets, Hourly |
| Michael Mussio | FBB Capital Partners | Bethesda | CFP, CFA | Percentage of assets, Hourly |
| Sean Flynn | Planvest Financial | Gaithersburg | CFP, CFA | Percentage of assets, Hourly |
| Asitha De Silva | Capital Squared Financial | Rockville | CFA | Percentage of assets, Fixed fees |
| Brad Neumann | Trumbower Financial Advisors | Bethesda | CFA | Percentage of assets, Hourly |
| Bryce Sistrunk-Lewis | Edgemoor Investment Advisors | Bethesda | CFA | Percentage of assets |
| Christina Bresnan | Trumbower Financial Advisors | Bethesda | CFA | Percentage of assets, Hourly |
| Damian Gallina | Buttonwood Financial Advisors | Baltimore | CFA | Percentage of assets, Fixed fees |
| Daniel Dent | D.F. Dent and Company | Baltimore | CFA | Percentage of assets |
| Daniel Kane | Carderock Capital Management | Chevy Chase | CFA | Percentage of assets, Hourly |
| Danish Jawaid | FBB Capital Partners | Bethesda | CFA | Percentage of assets, Hourly |
| David Malmgren | Parkview Capital | Germantown | CFA | Percentage of assets, Hourly |
| David Warner | Warner Financial | Bethesda | CFA | Percentage of assets, Hourly |
| Derek Elphick | Castfirm Advisors | Kensington | CFA | Percentage of assets, Fixed fees |
| James Mersereau | Carderock Capital Management | Chevy Chase | CFA | Percentage of assets, Hourly |
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