# Advisors for $500,000 to $1 million in Maryland > In Maryland, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Teancum Light of Lighthouse Wealth Management, Stein Olavsrud of FBB Capital Partners and John Kelly of Baltimore-Washington Financial Advisors, Inc.. Page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/maryland/ 128 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 for $500,000 to $1 million in Maryland? In Maryland, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Teancum Light of Lighthouse Wealth Management, Stein Olavsrud of FBB Capital Partners and John Kelly of Baltimore-Washington Financial Advisors, Inc.. ## How many fee-only advisors for $500,000 to $1 million in Maryland are there? The Wellspent public graph lists 128 fee-only advisors for $500,000 to $1 million in Maryland, at 50 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million. ## Where are fee-only advisors for $500,000 to $1 million in Maryland located? Of the 128 fee-only advisors for $500,000 to $1 million in Maryland, 27 are in Bethesda, followed by 16 in Baltimore and 13 in Rockville. ## How do fee-only advisors for $500,000 to $1 million in Maryland charge? The most common fee among fee-only advisors for $500,000 to $1 million in Maryland is a percentage of assets, used by 98% of the 128 with fees on file. Many use more than one: 71% charge fixed fees and 65% charge by the hour. ## How many fee-only advisors for $500,000 to $1 million in Maryland hold the CFP? 45% of the 128 fee-only advisors for $500,000 to $1 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 $500,000 to $1 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 $500,000 to $1 million in Maryland? What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself? ## How current is this list of fee-only advisors for $500,000 to $1 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [John O'Callaghan](https://find.wellspent.co/advisors/john-ocallaghan.md) | Impact Financial Life Planning LLC | Baltimore, Maryland | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly | | [Jon Powell](https://find.wellspent.co/advisors/jon-powell.md) | Ferguson-Johnson Wealth Management | Rockville, Maryland | CFP | Percentage of assets, Hourly | | [Lisa Crivella](https://find.wellspent.co/advisors/lisa-crivella.md) | Ivy League Financial Advisors LLC | Rockville, Maryland | CFP, AIF, BA, BS, MBA | Percentage of assets, Hourly, Fixed fees | | [Ben Brown](https://find.wellspent.co/advisors/ben-brown.md) | Entelechy | Bethesda, Maryland | CFP, EA | Percentage of assets, Hourly, Fixed fees | | [Christopher Rhim](https://find.wellspent.co/advisors/christopher-rhim.md) | Green View Advisors, LLC | ROCKVILLE, Maryland | CDFA, CFP | Percentage of assets, Hourly, Fixed fees | | [John Kelly](https://find.wellspent.co/advisors/john-kelly.md) | Baltimore-Washington Financial Advisors, Inc. | Columbia, Maryland | CFP, CPA | Percentage of assets, Flat fee or retainer | | [Teancum Light](https://find.wellspent.co/advisors/teancum-light.md) | Lighthouse Wealth Management | Towson, Maryland | CFP, CPA, JD, CFA, MBA | Percentage of assets, Hourly | | [Denise Leish](https://find.wellspent.co/advisors/denise-leish.md) | Money Plans | Silver Spring, Maryland | BS, MBA | Percentage of assets, Hourly, One-time planning fee | | [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 | | [Abigail Waddell](https://find.wellspent.co/advisors/abigail-waddell.md) | BMSS Wesson Wealth Solutions | California, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [David Levitt](https://find.wellspent.co/advisors/david-levitt.md) | Glassman Wealth | North Bethesda, Maryland | CFP | Percentage of assets, Fixed fees | | [Mario Zumbo](https://find.wellspent.co/advisors/mario-zumbo.md) | Preserve Private Wealth | Bethesda, Maryland | CFP | Percentage of assets, Fixed fees | | [Patrick McNamara](https://find.wellspent.co/advisors/patrick-mcnamara.md) | Glassman Wealth | Rockville, Maryland | CFP | Percentage of assets, Fixed fees | | [Abbie Frishman](https://find.wellspent.co/advisors/abbie-frishman.md) | Councilor | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Drew Culver](https://find.wellspent.co/advisors/drew-culver.md) | Councilor | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Jane Rowny](https://find.wellspent.co/advisors/jane-rowny.md) | Councilor | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Judith Barnhard](https://find.wellspent.co/advisors/judith-barnhard.md) | Councilor | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Reema Patel](https://find.wellspent.co/advisors/reema-patel.md) | Councilor | Bethesda, Maryland | CFP | 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 | | [James Brown](https://find.wellspent.co/advisors/james-brown-4895673.md) | Meritis Wealth Management | Potomac, Maryland | CFP | Percentage of assets, Hourly | | [Landon Buzzerd](https://find.wellspent.co/advisors/landon-buzzerd.md) | Grant Street Asset Management | Williamsport, Maryland | CFP | Percentage of assets, Fixed fees | | [Nancy Bryant](https://find.wellspent.co/advisors/nancy-bryant.md) | Bryant Financial Advisory | Baltimore, Maryland | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Gregory Estes](https://find.wellspent.co/advisors/gregory-estes.md) | Councilor | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Yeakle](https://find.wellspent.co/advisors/jeffrey-yeakle.md) | MY Wealth Management | Germantown, Maryland | CFP, ChFC | 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 | | [Steven Schleupner](https://find.wellspent.co/advisors/steven-schleupner.md) | Councilor | Smithsburg, Maryland | ChFC | Percentage of assets, Hourly, Fixed fees | | [Lyle Benson](https://find.wellspent.co/advisors/lyle-benson.md) | LK Benson & Company | Timonium, Maryland | CFP, PFS | Hourly, Fixed fees | | [Matthew McNally](https://find.wellspent.co/advisors/matthew-mcnally.md) | Glassman Wealth | North Bethesda, Maryland | | Percentage of assets, 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 | | [Bradford Yeakle](https://find.wellspent.co/advisors/bradford-yeakle.md) | MY Wealth Management | Germantown, Maryland | ChFC | Percentage of assets, Hourly, Fixed fees | | [Charles Kimmel](https://find.wellspent.co/advisors/charles-kimmel.md) | Councilor | Gaithersburg, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Gary Mitchell](https://find.wellspent.co/advisors/gary-mitchell.md) | Sage Financial Group | Baltimore, Maryland | | Percentage of assets, Fixed fees, Performance-based fees | | [Greg Pyne](https://find.wellspent.co/advisors/greg-pyne.md) | Red Oak Financial Group | Towson, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Marianne Mattran](https://find.wellspent.co/advisors/marianne-mattran.md) | Foundry Wealth Advisors | Baltimore, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Peter Halbrook](https://find.wellspent.co/advisors/peter-halbrook.md) | TritonPoint Wealth | Chevy Chase, Maryland | CFP | Percentage of assets, Fixed fees | | [Brian Luts](https://find.wellspent.co/advisors/brian-luts.md) | LGG Financial | Bethesda, Maryland | | Percentage of assets | | [Christopher Benson](https://find.wellspent.co/advisors/christopher-benson.md) | LK Benson & Company | Timonium, Maryland | PFS | Hourly, Fixed fees | | [David Greenleigh](https://find.wellspent.co/advisors/david-greenleigh.md) | LGG Financial | Bethesda, Maryland | | Percentage of assets | | [Heather McGolerick](https://find.wellspent.co/advisors/heather-mcgolerick.md) | Meritis Wealth Management | Potomac, Maryland | | Percentage of assets, Hourly | | [Laura Markoff](https://find.wellspent.co/advisors/laura-markoff.md) | Meritis Wealth Management | Potomac, Maryland | | Percentage of assets, Hourly | | [James Lee](https://find.wellspent.co/advisors/james-lee-3057511.md) | Lee-Kelleher-Klein Wealth Management | Ellicott City, Maryland | | Percentage of assets | | [William Kelleher](https://find.wellspent.co/advisors/william-kelleher.md) | Lee-Kelleher-Klein Wealth Management | Ellicott City, Maryland | | Percentage of assets | | [Daniel Ryan](https://find.wellspent.co/advisors/daniel-ryan.md) | Alikos Wealth Management | Bethesda, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Peter Ryan](https://find.wellspent.co/advisors/peter-ryan.md) | Alikos Wealth Management | Bethesda, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Andrew Schiff](https://find.wellspent.co/advisors/andrew-schiff.md) | TritonPoint Wealth | Chevy Chase, Maryland | | Percentage of assets, Fixed fees | | [Angel Martinez](https://find.wellspent.co/advisors/angel-martinez.md) | Veridian Capital Partners | Frederick, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Austin Edmunds](https://find.wellspent.co/advisors/austin-edmunds.md) | TritonPoint Wealth | Chevy Chase, Maryland | | Percentage of assets, Fixed fees | | [Brian Williamson](https://find.wellspent.co/advisors/brian-williamson.md) | Veridian Capital Partners | Frederick, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Donald Mattran](https://find.wellspent.co/advisors/donald-mattran.md) | Foundry Wealth Advisors | Baltimore, Maryland | | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 128. The full list, page by page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/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).