Advisors for $1 million to $3 million in Maryland
How do I find fee-only advisors for $1 million to $3 million in Maryland?
In Maryland, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Jacob Sadler of Curio Wealth, LLC, Christopher Warner of Warner Financial and Matthew Goette of Black Diamond Financial.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jacob Sadler Curio Wealth, LLC, Annapolis Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Christopher Warner Warner Financial, Bethesda Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Matthew Goette Black Diamond Financial, Lutherville Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Greg Will Bestgate Wealth Advisors, Frederick Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees.
- Tad Jakes MFAC Financial Advisors, Inc., White Hall Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Zachary Hubbard Sargent Investment Group, Bethesda Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 127
- Firms
- 37
- Cities
- 23
- Hold the CFP
- 38%
- Other credentials: CFA 15% · CPA 2% · EA 1%
- How they charge (of 127 with fees on file): percentage of assets 98% · fixed fees 61% · hourly 57% · ongoing planning fee 2%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- California (428)
- Texas (312)
- Florida (209)
- Pennsylvania (208)
- Massachusetts (187)
- New York (178)
- Ohio (158)
- Illinois (131)
- Georgia (126)
- Colorado (124)
- Michigan (104)
- North Carolina (104)
- Wisconsin (90)
- Connecticut (83)
- Tennessee (80)
- Indiana (77)
- Virginia (73)
- Arizona (71)
- Washington (68)
- Minnesota (64)
- New Jersey (63)
- Alabama (54)
- Nebraska (51)
- Oregon (48)
- Missouri (44)
- Louisiana (42)
- New Hampshire (29)
- Utah (28)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
How many fee-only advisors for $1 million to $3 million in Maryland are there?
The Wellspent public graph lists 127 fee-only advisors for $1 million to $3 million in Maryland, at 37 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million.
Where are fee-only advisors for $1 million to $3 million in Maryland located?
Of the 127 fee-only advisors for $1 million to $3 million in Maryland, 50 are in Bethesda, followed by 13 in Rockville and 12 in Lutherville.
How do fee-only advisors for $1 million to $3 million in Maryland charge?
The most common fee among fee-only advisors for $1 million to $3 million in Maryland is a percentage of assets, used by 98% of the 127 with fees on file. Many use more than one: 61% charge fixed fees and 57% charge by the hour.
How many fee-only advisors for $1 million to $3 million in Maryland hold the CFP?
38% of the 127 fee-only advisors for $1 million to $3 million 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 for $1 million to $3 million?
We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more.
What should I ask fee-only advisors for $1 million to $3 million in Maryland?
What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with?
How current is this list of fee-only advisors for $1 million to $3 million 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 127 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Tad Jakes | MFAC Financial Advisors, Inc. | White Hall | CFP, EA, ECA | Percentage of assets, Hourly |
| David Creekmore | Lifetime Financial LLC | Takoma Park | CFP, MBA | Percentage of assets |
| Jacob Sadler | Curio Wealth, LLC | Annapolis | CFP, JD, CPA, CPA/PFS | Ongoing planning fee |
| John Berzellini | JBA Financial Advisors | Timonium | CFP | Percentage of assets, Hourly |
| Frances Spurry | Tred Avon Family Wealth | Easton | CFP | Percentage of assets, Hourly |
| Kirsten Calambro | Oxford Planning Group | Woodstock | CFP | Percentage of assets, Hourly |
| Shaun Eddy | Oxford Planning Group | Woodstock | CFP | Percentage of assets, Hourly |
| Aaron Wall | Fidelis Capital | Bethesda | CFA | Percentage of assets, Fixed fees |
| David Sheiman | The Ellerson Group | Annapolis | CFA | Percentage of assets, Hourly |
| Elizabeth Brennen | A.G. Campbell Advisory | Baltimore | CFP | Percentage of assets, Hourly |
| Robert Noyes | Lafayette Investments | Ashton | CFP | Percentage of assets |
| Jamie Bigsby | Glassy Mountain Advisors | Bethesda | CFP | Percentage of assets |
| Jiaxuan Zhuang | MZ Capital | Bethesda | Not listed | Percentage of assets, Hourly |
| Tanya Rapacz | The Advisory Group of San Francisco | Ellicott City | CFP | Percentage of assets, Fixed fees |
| Benjamin Hilyard | Fidelis Capital | Bethesda | Not listed | Percentage of assets, Fixed fees |
| Christopher Tate | Fidelis Capital | Bethesda | Not listed | Percentage of assets, Fixed fees |
| David Seamans | Sargent Investment Group | Bethesda | CFP | Percentage of assets |
| Greg Will | Bestgate Wealth Advisors | Frederick | CFP, CIMA, CPA, MST | Percentage of assets, Fixed fees |
| James Ellerson | The Ellerson Group | Annapolis | Not listed | Percentage of assets, Hourly |
| Zachary Hubbard | Sargent Investment Group | Bethesda | CFP | Percentage of assets |
| Brian Hawthorne-Codato | Glassy Mountain Advisors | Bethesda | CFA | Percentage of assets |
| Gretchen Straczewski | Tred Avon Family Wealth | Easton | Not listed | Percentage of assets, Hourly |
| Michael McIntyre | Glassy Mountain Advisors | Bethesda | CFA | Percentage of assets |
| Patricia Eddy | Oxford Planning Group | Woodstock | Not listed | Percentage of assets, Hourly |
| Alexander Campbell | A.G. Campbell Advisory | Baltimore | Not listed | Percentage of assets, Hourly |
| Alexander Campbell | A.G. Campbell Advisory | Baltimore | Not listed | Percentage of assets, Hourly |
| Brendan Hughes | Lafayette Investments | Ashton | Not listed | Percentage of assets |
| Cornell Abod | Beacon Investment Advisors | Gaithersburg | Not listed | Percentage of assets |
| Lawrence Judge | Lafayette Investments | Ashton | Not listed | Percentage of assets |
| Mark Hughes | Lafayette Investments | Ashton | Not listed | Percentage of assets |
| Mark Scott | A.G. Campbell Advisory | Baltimore | Not listed | Percentage of assets, Hourly |
| Ryan Klinger | Lafayette Investments | Ashton | Not listed | Percentage of assets |
| Scott Dinn | Lafayette Investments | Ashton | Not listed | Percentage of assets |
| Timothy Pang | Sargent Investment Group | Bethesda | CFA | Percentage of assets |
| James Merrill | Binnacle Financial Group | Chevy Chase | Not listed | Percentage of assets, Hourly |
| Angus Burton | Marathon Capital Management | Hunt Valley | Not listed | Percentage of assets |
| Brian McGregor | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Christopher Rhyne | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Christopher Sargent | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Clifford Athey | Marathon Capital Management | Hunt Valley | Not listed | Percentage of assets |
| Edward Hart | Marathon Capital Management | Hunt Valley | Not listed | Percentage of assets |
| Edward Lamade | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Laura Hodgson | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Linda Hickel | Marathon Capital Management | Hunt Valley | Not listed | Percentage of assets |
| Matthew Elmore | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Patrick Jones | Marathon Capital Management | Hunt Valley | Not listed | Percentage of assets |
| Ricardo Rosenberg | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Samuel Beach | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Sara Mongno | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Susette Gustini | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes