Advisors for $500,000 to $1 million in Maryland
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..
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Teancum Light Lighthouse Wealth Management, Towson Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Stein Olavsrud FBB Capital Partners, Bethesda Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- John Kelly Baltimore-Washington Financial Advisors, Inc., Columbia Holds the CFP and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Stephanie Anderson Councilor, Bethesda Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Alex Seleznev Capital Squared Financial, Rockville Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Matthew Klein Lee-Kelleher-Klein Wealth Management, Ellicott City Holds the CFP and CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 128
- Firms
- 50
- Cities
- 26
- Hold the CFP
- 45%
- Other credentials: CFA 13% · CPA 2% · EA 1%
- How they charge (of 128 with fees on file): percentage of assets 98% · fixed fees 71% · hourly 65% · one-time 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 $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
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.
All 128 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| John O'Callaghan | Impact Financial Life Planning LLC | Baltimore | CFP | Flat fee or retainer, Ongoing planning fee |
| Jon Powell | Ferguson-Johnson Wealth Management | Rockville | CFP | Percentage of assets, Hourly |
| Lisa Crivella | Ivy League Financial Advisors LLC | Rockville | CFP, AIF, BA, BS | Percentage of assets, Hourly |
| Ben Brown | Entelechy | Bethesda | CFP, EA | Percentage of assets, Hourly |
| Christopher Rhim | Green View Advisors, LLC | ROCKVILLE | CDFA, CFP | Percentage of assets, Hourly |
| John Kelly | Baltimore-Washington Financial Advisors, Inc. | Columbia | CFP, CPA | Percentage of assets, Flat fee or retainer |
| Teancum Light | Lighthouse Wealth Management | Towson | CFP, CPA, JD, CFA | Percentage of assets, Hourly |
| Denise Leish | Money Plans | Silver Spring | BS, MBA | Percentage of assets, Hourly |
| Stein Olavsrud | FBB Capital Partners | Bethesda | AAMS, CFP, CMFC, CFA | Percentage of assets, Hourly |
| Abigail Waddell | BMSS Wesson Wealth Solutions | California | CFP | Percentage of assets, Hourly |
| David Levitt | Glassman Wealth | North Bethesda | CFP | Percentage of assets, Fixed fees |
| Mario Zumbo | Preserve Private Wealth | Bethesda | CFP | Percentage of assets, Fixed fees |
| Patrick McNamara | Glassman Wealth | Rockville | CFP | Percentage of assets, Fixed fees |
| Abbie Frishman | Councilor | Bethesda | CFP | Percentage of assets, Hourly |
| Drew Culver | Councilor | Bethesda | CFP | Percentage of assets, Hourly |
| Jane Rowny | Councilor | Bethesda | CFP | Percentage of assets, Hourly |
| Judith Barnhard | Councilor | Bethesda | CFP | Percentage of assets, Hourly |
| Reema Patel | Councilor | Bethesda | CFP | Percentage of assets, Hourly |
| Stephanie Anderson | Councilor | Bethesda | CFP, CFA | Percentage of assets, Hourly |
| James Brown | Meritis Wealth Management | Potomac | 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 |
| Gregory Estes | Councilor | Bethesda | CFA | 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 |
| Steven Schleupner | Councilor | Smithsburg | ChFC | Percentage of assets, Hourly |
| Lyle Benson | LK Benson & Company | Timonium | CFP, PFS | Hourly, Fixed fees |
| Matthew McNally | Glassman Wealth | North Bethesda | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Bradford Yeakle | MY Wealth Management | Germantown | ChFC | Percentage of assets, Hourly |
| Charles Kimmel | Councilor | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Gary Mitchell | Sage Financial Group | Baltimore | Not listed | Percentage of assets, Fixed fees |
| Greg Pyne | Red Oak Financial Group | Towson | Not listed | Percentage of assets, Hourly |
| Marianne Mattran | Foundry Wealth Advisors | Baltimore | CFP | Percentage of assets, Hourly |
| Peter Halbrook | TritonPoint Wealth | Chevy Chase | CFP | Percentage of assets, Fixed fees |
| Brian Luts | LGG Financial | Bethesda | Not listed | Percentage of assets |
| Christopher Benson | LK Benson & Company | Timonium | PFS | Hourly, Fixed fees |
| David Greenleigh | LGG Financial | Bethesda | Not listed | Percentage of assets |
| Heather McGolerick | Meritis Wealth Management | Potomac | Not listed | Percentage of assets, Hourly |
| Laura Markoff | Meritis Wealth Management | Potomac | Not listed | Percentage of assets, Hourly |
| James Lee | Lee-Kelleher-Klein Wealth Management | Ellicott City | Not listed | Percentage of assets |
| William Kelleher | Lee-Kelleher-Klein Wealth Management | Ellicott City | Not listed | Percentage of assets |
| Daniel Ryan | Alikos Wealth Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Peter Ryan | Alikos Wealth Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Andrew Schiff | TritonPoint Wealth | Chevy Chase | Not listed | Percentage of assets, Fixed fees |
| Angel Martinez | Veridian Capital Partners | Frederick | Not listed | Percentage of assets, Hourly |
| Austin Edmunds | TritonPoint Wealth | Chevy Chase | Not listed | Percentage of assets, Fixed fees |
| Brian Williamson | Veridian Capital Partners | Frederick | Not listed | Percentage of assets, Hourly |
| Donald Mattran | Foundry Wealth Advisors | Baltimore | Not listed | Percentage of assets, Hourly |
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