Advisors for under $500,000 in Maryland
How do I find fee-only advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Clark Kendall of Kendall Capital Management, Jeremy Eppley of Silverstone Financial and Lindsey Young of Quiet Wealth LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Clark Kendall Kendall Capital Management, Rockville Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- Jeremy Eppley Silverstone Financial, Owings Mills Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Lindsey Young Quiet Wealth LLC, Baltimore Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Amy King Instar Financial Planning, LLC, Fallston Holds the CFP and EA. Fees on file: one-time planning fee.
- Thomas Bonvissuto Intero Financial Planning, Parkton Holds the CFP and CFA. Fees on file: one-time planning fee, ongoing planning fee.
- Matt Lincoln Cadence Planning LLC, Frederick Holds the CFP and EA. Fees on file: ongoing planning fee.
By the numbers
- Advisors listed
- 238
- Firms
- 125
- Cities
- 58
- Hold the CFP
- 50%
- Other credentials: CFA 8% · CPA 1% · EA 2%
- How they charge (of 238 with fees on file): percentage of assets 90% · fixed fees 67% · hourly 62% · ongoing planning fee 14%
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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
How many fee-only advisors for under $500,000 in Maryland are there?
The Wellspent public graph lists 238 fee-only advisors for under $500,000 in Maryland, at 125 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.
Where are fee-only advisors for under $500,000 in Maryland located?
Of the 238 fee-only advisors for under $500,000 in Maryland, 27 are in Annapolis, followed by 24 in Baltimore and 24 in Rockville.
How do fee-only advisors for under $500,000 in Maryland charge?
The most common fee among fee-only advisors for under $500,000 in Maryland is a percentage of assets, used by 90% of the 238 with fees on file. Many use more than one: 67% charge fixed fees and 62% charge by the hour.
How many fee-only advisors for under $500,000 in Maryland hold the CFP?
50% of the 238 fee-only advisors for under $500,000 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 under $500,000?
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 under $500,000 in Maryland?
Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?
How current is this list of fee-only advisors for under $500,000 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 238 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Lindsey Young | Quiet Wealth LLC | Baltimore | CFP, MBA, TPCP, EA | Flat fee or retainer, Ongoing planning fee |
| Gordon Achtermann | Silverstone Financial | Owings Mills | CFP, MBA | Percentage of assets, Hourly |
| Jeremy Eppley | Silverstone Financial | Owings Mills | CFP, CPWA, APMA, CRPC | Percentage of assets, Hourly |
| Ethan Miller | Planning for Progress | Silver Spring | CFP | Ongoing planning fee |
| Mark Humphries | Sentinel Financial Planning, LLC | Edgewater | CFP | Percentage of assets, Hourly |
| Rianka Dorsainvil | YGC Wealth | Lanham | CFP | Ongoing planning fee |
| Ryan Townsley | Town Capital | Bel Air | CFP, MBA | Percentage of assets, Fixed fees |
| Tim Baker | YFP Wealth | New Albany | CFP, RICP, RLP | Percentage of assets, Fixed fees |
| 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 |
| Chad Arrington | The Kelly Group | Bel Air | CFP | Percentage of assets, Hourly |
| Jason Dall'Acqua | Crest Wealth Advisors LLC | Annapolis | CFP | Percentage of assets, Fixed fees |
| Matt Lincoln | Cadence Planning LLC | Frederick | CFP, EA | Ongoing planning fee |
| Mike Delaney | Northbrook Financial Planning LLC | Baltimore | CFP, ChFC | Percentage of assets |
| Sergio Abarca | Personal Financial Partners | Chevy Chase | CFP | Percentage of assets, Fixed fees |
| Amy King | Instar Financial Planning, LLC | Fallston | CFP, CRPC, EA | One-time planning fee |
| Elizabeth Remick | Ithaka Financial Planning | Bethesda | CFP, MBA | Percentage of assets |
| Patrick Ortman | Ortman Financial Planning | North Bethesda | CFP | Flat fee or retainer, One-time planning fee |
| Benjamin Dorsey | Analog Capital Partners | Frederick | CFP, PFS | Percentage of assets |
| Grant Palmer, IV | Waypoint Wealth Management | Timonium | CFP | Percentage of assets, Fixed fees |
| Tom Taylor | Chesapeake Financial Advisors | Towson | CPA/PFS | Percentage of assets, Hourly |
| Genti Cici | Wealthy & Wise Family Office | Columbia | CFP | Percentage of assets, Hourly |
| Christine Parker | Parker Financial | La Plata | CFP | Percentage of assets, Ongoing planning fee |
| David Peloquin | Main Street Advisors | Westminster | CFP | Percentage of assets, Hourly |
| Elizabeth Yoder | Dependent Financial Planning | Edgewater | CFP | Percentage of assets, Ongoing planning fee |
| James Brennan | 1 North Wealth Services | Annapolis | CFP | Hourly, Ongoing planning fee |
| Kimberly Owen | Prostatis Group | Hanover | CFP | Percentage of assets, Hourly |
| Nathan McDuffee | Oliver Wealth Management | Towson | CFP, ChFC | Ongoing planning fee |
| Thaddeus Toal | RCS Financial Planning | Annapolis | CFP | Percentage of assets, Hourly |
| Vincent Barrett | Acorn Financial Services | Bethesda | CFP | Percentage of assets, Hourly |
| Christina White | Kilter Group | Columbia | CFP | Percentage of assets, Fixed fees |
| Erich Imphong | Plotkin Financial Advisors | Marriottsville | CFP | Percentage of assets, Hourly |
| Guadalupe Lechuga | Audible Wealth Management | Silver Spring | CFP | Percentage of assets, Fixed fees |
| Joseph Colman | Colman Knight | Baltimore | CFP | Flat fee or retainer, Ongoing planning fee |
| Veronica Fuentes | Audible Wealth Management | Silver Spring | CFP, ChFC | Percentage of assets, Fixed fees |
| Amanda Hopkins Clouser | RCS Financial Planning | Annapolis | CFA | Percentage of assets, Hourly |
| Andrew Cecil | Cecil Wealth | Westminster | CFP | Percentage of assets |
| Ashley Perlmutter | Sherman Wealth | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Bradley Sherman | Sherman Wealth | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Colin Exelby | Celestial Wealth Management | Towson | CFP | Percentage of assets, Subscription |
| Jamie Lapin | RMG Advisors | Rockville | CFP | 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 |
| Amanda Eimers | Fruitful | Havre De Grace | CFP | Percentage of assets, Ongoing planning fee |
| Daniel Messeca | Craftwork Capital | Pikesville | CFP | One-time planning fee |
| David Alicea | Fruitful | College Park | CFP | Percentage of assets, Ongoing planning fee |
| Endrit Lloshi | Wealthy & Wise Family Office | Columbia | Not listed | Percentage of assets, Hourly |
| 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 |
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