| Nathan McDuffee | Oliver Wealth Management | Towson | CFP, ChFC | Ongoing planning fee |
| Patrick McNamara | Glassman Wealth | Rockville | CFP | Percentage of assets, Fixed fees |
| Thaddeus Toal | RCS Financial Planning | Annapolis | CFP | Percentage of assets, Hourly |
| Vincent Barrett | Acorn Financial Services | Bethesda | CFP | Percentage of assets, Hourly |
| Abbie Frishman | Councilor | Bethesda | CFP | Percentage of assets, Hourly |
| Christina White | Kilter Group | Columbia | CFP | Percentage of assets, Fixed fees |
| Drew Culver | Councilor | Bethesda | CFP | Percentage of assets, Hourly |
| Erich Imphong | Plotkin Financial Advisors | Marriottsville | CFP | Percentage of assets, Hourly |
| Guadalupe Lechuga | Audible Wealth Management | Silver Spring | CFP | Percentage of assets, Fixed fees |
| Jane Rowny | Councilor | Bethesda | CFP | Percentage of assets, Hourly |
| Joseph Colman | Colman Knight | Baltimore | CFP | Flat fee or retainer, Ongoing planning fee |
| Judith Barnhard | Councilor | Bethesda | CFP | Percentage of assets, Hourly |
| Patricia Bush | AAA Advisory | Walkersville | CFP | Hourly, Flat fee or retainer |
| Reema Patel | Councilor | Bethesda | CFP | Percentage of assets, Hourly |
| Stephanie Anderson | Councilor | Bethesda | CFP, CFA | Percentage of assets, Hourly |
| Veronica Fuentes | Audible Wealth Management | Silver Spring | CFP, ChFC | Percentage of assets, Fixed fees |
| Andrew Cecil | Cecil Wealth | Westminster | CFP | Percentage of assets |
| Colin Exelby | Celestial Wealth Management | Towson | CFP | Percentage of assets, Subscription |
| Frances Spurry | Tred Avon Family Wealth | Easton | CFP | Percentage of assets, Hourly |
| James Brown | Meritis Wealth Management | Potomac | CFP | Percentage of assets, Hourly |
| Jamie Lapin | RMG Advisors | Rockville | CFP | Percentage of assets, Hourly |
| Kirsten Calambro | Oxford Planning Group | Woodstock | CFP | Percentage of assets, Hourly |
| Landon Buzzerd | Grant Street Asset Management | Williamsport | CFP | Percentage of assets, Fixed fees |
| Nancy Bryant | Bryant Financial Advisory | Baltimore | CFP | Percentage of assets, Ongoing planning fee |
| Shaun Eddy | Oxford Planning Group | Woodstock | CFP | Percentage of assets, Hourly |
| Thomas Bonvissuto | Intero Financial Planning | Parkton | CFP, ChFC, CFA | One-time planning fee, Ongoing planning fee |
| Amanda Eimers | Fruitful | Havre De Grace | CFP | Percentage of assets, Ongoing planning fee |
| Andrea Brashears-Sampson | Wise Financial Counsel | Fort Washington | CFP | Hourly, Fixed fees |
| Daniel Messeca | Craftwork Capital | Pikesville | CFP | One-time planning fee |
| David Alicea | Fruitful | College Park | CFP | Percentage of assets, Ongoing planning fee |
| Elizabeth Brennen | A.G. Campbell Advisory | Baltimore | CFP | Percentage of assets, Hourly |
| Jeffrey Yeakle | MY Wealth Management | Germantown | CFP, ChFC | Percentage of assets, Hourly |
| Matthew Klein | Lee-Kelleher-Klein Wealth Management | Ellicott City | CFP, CFA | Percentage of assets |
| Michael Parks | Upraise Wealth Advisory | Annapolis | CFP | Percentage of assets, Flat fee or retainer |
| Naomi Parham | Fruitful | Upper Marlboro | CFP | Percentage of assets, Ongoing planning fee |
| Robert Noyes | Lafayette Investments | Ashton | CFP | Percentage of assets |
| Sean McElhaney | Family Office Research | Bethesda | CFP | Percentage of assets, Hourly |
| Aaron Weston | FSA Wealth Partners | Rockville | CFP | Percentage of assets, Hourly |
| David Petersen | FSA Wealth Partners | Rockville | CFP | Percentage of assets, Hourly |
| Frank Byskov | Forty4 Financial | Bethesda | CFP, CFA | Percentage of assets, Hourly |
| James Joseph | FSA Wealth Partners | Rockville | CFP | Percentage of assets, Hourly |
| Jamie Bigsby | Glassy Mountain Advisors | Bethesda | CFP | Percentage of assets |
| Kimberly Basenback | FSA Wealth Partners | Rockville | CFP | Percentage of assets, Hourly |
| Lyle Benson | LK Benson & Company | Timonium | CFP, PFS | Hourly, Fixed fees |
| Tanya Rapacz | The Advisory Group of San Francisco | Ellicott City | CFP | Percentage of assets, Fixed fees |
| Adam Bosma | Ventus Wealth Management LLC | Annapolis | CFP, MBA | 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 |
| Bridget Borel | The Pearl Financial Planning LLC | Annapolis | CFP | Not listed |
| Darren Straniero | OnPlane Financial Advisors | Poolesville | CFP | Fixed fees |