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Advisors for under $500,000 in Maryland

All 238 advisors

Advisors for under $500,000 in Maryland: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Madison Bennett Financial Consulate Hunt Valley CFP Percentage of assets, Hourly
Mary Thompson Buttonwood Financial Advisors Baltimore CFP Percentage of assets, Fixed fees
Matthew O'Keefe Back Bay Financial Planning & Investments Annapolis CFP Percentage of assets, Hourly
Micah Patashnik Macroview Investment Management Bethesda CFP Percentage of assets, Hourly
Michael Delaney Northbrook Financial Baltimore CFP, ChFC Percentage of assets, Fixed fees
Michael Hepner Hepner Financial Services Odenton CFP Percentage of assets, Hourly
Michael Hoffman Macroview Investment Management Bethesda CFP Percentage of assets, Hourly
Michael McCarthy Financial Consulate Hunt Valley CFP, PFS Percentage of assets, Hourly
Michael Zarrelli Foundry Financial Laurel CFP Percentage of assets, Fixed fees
Peter Dixon Waypoint Wealth Management Timonium CFP Percentage of assets, Fixed fees
Peter Geier Financial Consulate Baltimore CFP Percentage of assets, Hourly
Raymond Heidel Five Rivers Financial Advisors North East CFP Percentage of assets, Hourly
Raymond Hobson HF Advisory Group Annapolis CFP Percentage of assets, Hourly
Richard Clonch Planvest Financial Gaithersburg CFP Percentage of assets, Hourly
Richard Fletcher The Kelly Group Bel Air CFP Percentage of assets, Hourly
Roger Bair Financial Consulate Hunt Valley CFP Percentage of assets, Hourly
Samuel Erdman Anchor Wealth Advisors Cockeysville CFP Percentage of assets, Hourly
Sandeep Saini Planvest Financial Gaithersburg CFP Percentage of assets, Hourly
Scott Shively Foundation Wealth & Tax Advisors Annapolis CFP Percentage of assets, Hourly
Sean Flynn Planvest Financial Gaithersburg CFP, CFA Percentage of assets, Hourly
Sergio Abarca Fuente Personal Financial Partners Chevy Chase CFP Percentage of assets, Fixed fees
Stephen Olah Towson Financial Advisors Abingdon CFP, PFS Percentage of assets, Hourly
Steven Gessner Wealth Planning Group Baltimore CFP Percentage of assets, Hourly
Thomas Cusick The Kelly Group Bel Air CFP Percentage of assets, Hourly
Thomas Steeley Steeley Advisory Bethesda CFP Percentage of assets, Hourly
Thomas Webbert Blue Curve Advisory Towson CFP Percentage of assets, Fixed fees
Todd Paradise Wealth Planning Group Baltimore CFP Percentage of assets, Hourly
William Gaines Widmann Financial Services Bowie CFP Percentage of assets, Hourly
William Lascelle Millennium Financial Services Rockville CFP Percentage of assets, Hourly
Youfeng Jiang Beyond Profit and Wealth Consulting Laurel CFP Percentage of assets, Hourly
Zachary Payne Planvest Financial Gaithersburg CFP Percentage of assets, Hourly
Zaneilia Harris Harris and Harris Wealth Management Group Upper Marlboro CFP Percentage of assets, Hourly
Damian Gallina Buttonwood Financial Advisors Baltimore CFA Percentage of assets, Fixed fees
David Malmgren Parkview Capital Germantown CFA Percentage of assets, Hourly
Jason Tkach Kendall Capital Management Rockville CFA Percentage of assets, Fixed fees
Jeffrey Malcom Buttonwood Financial Advisors Baltimore CFA Percentage of assets, Fixed fees
Jose Sobrado MG Capital Partners Chevy Chase CFA Percentage of assets, Fixed fees
Thomas Taylor Chesapeake Financial Advisors Towson PFS Percentage of assets, Hourly
Brian Mattox Kendall Capital Management Rockville Not listed Percentage of assets, Fixed fees
Brian Salcetti Sandbox Financial Partners Bethesda Not listed Percentage of assets, Hourly
Candace Clipper The Kelly Group Bel Air Not listed Percentage of assets, Hourly
Charles Marks Marks Wealth Management Ellicott City Not listed Percentage of assets
Clint Clifford Prasad Wealth Partners Timonium Not listed Percentage of assets, Fixed fees
Craig Pohl Chesapeake Financial Advisors Towson Not listed Percentage of assets, Hourly
Daniel Cohen Macroview Investment Management Bethesda Not listed Percentage of assets, Hourly
De Huang The J.O. Johnson Group Sykesville Not listed Percentage of assets
Denislav Dantev MG Capital Partners Chevy Chase Not listed Percentage of assets, Fixed fees
Edward Tuvin Tuvin & Tuvin Bethesda Not listed Fixed fees, Performance-based fees
Emily Smith The Kelly Group Bel Air Not listed Percentage of assets, Hourly
Finnian Devine Marks Wealth Management Ellicott City Not listed Percentage of assets