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Flat-fee financial advisors in Maryland

All 431 advisors

Flat-fee financial advisors in Maryland: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Patrick McNamara Glassman Wealth Rockville CFP Percentage of assets, Fixed fees
Thaddeus Toal RCS Financial Planning Annapolis CFP Percentage of assets, Hourly
Vincent Barrett Acorn Financial Services Bethesda CFP Percentage of assets, Hourly
Abbie Frishman Councilor Bethesda CFP Percentage of assets, Hourly
Christina White Kilter Group Columbia CFP Percentage of assets, Fixed fees
Drew Culver Councilor Bethesda CFP Percentage of assets, Hourly
Guadalupe Lechuga Audible Wealth Management Silver Spring CFP Percentage of assets, Fixed fees
Jane Rowny Councilor Bethesda CFP Percentage of assets, Hourly
Joseph Colman Colman Knight Baltimore CFP Flat fee or retainer, Ongoing planning fee
Judith Barnhard Councilor Bethesda CFP Percentage of assets, Hourly
Patricia Bush AAA Advisory Walkersville CFP Hourly, Flat fee or retainer
Reema Patel Councilor Bethesda CFP Percentage of assets, Hourly
Stephanie Anderson Councilor Bethesda CFP, CFA Percentage of assets, Hourly
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
Frances Spurry Tred Avon Family Wealth Easton CFP Percentage of assets, Hourly
Jamie Lapin RMG Advisors Rockville CFP Percentage of assets, Hourly
Jeyamariappan Ganapathy Samatva Wealth Management Clarksburg CFA Percentage of assets, Hourly
Kirsten Calambro Oxford Planning Group Woodstock 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
Shaun Eddy Oxford Planning Group Woodstock CFP Percentage of assets, Hourly
Thomas Bonvissuto Intero Financial Planning Parkton CFP, ChFC, CFA One-time planning fee, Ongoing planning fee
Aaron Wall Fidelis Capital Bethesda CFA Percentage of assets, Fixed fees
Amanda Eimers Fruitful Havre De Grace CFP Percentage of assets, Ongoing planning fee
Andrea Brashears-Sampson Wise Financial Counsel Fort Washington CFP Hourly, Fixed fees
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
Gregory Estes Councilor Bethesda CFA Percentage of assets, Hourly
Jeffrey Yeakle MY Wealth Management Germantown CFP, ChFC 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
Robert Noyes Lafayette Investments Ashton CFP Percentage of assets
Sean McElhaney Family Office Research Bethesda CFP Percentage of assets, Hourly
Steven Schleupner Councilor Smithsburg ChFC Percentage of assets, Hourly
Taiyoung Lee Wealthy & Wise Family Office Columbia Not listed Percentage of assets, Hourly
Aaron Weston FSA Wealth Partners Rockville CFP Percentage of assets, Hourly
Andrew Knachel Oliver Wealth Management Towson Not listed Ongoing planning fee
Anne Claire Nornhold Garritt Financial Solutions Baltimore Not listed Percentage of assets, Ongoing planning fee
Annika Mitchell 1 North Wealth Services Annapolis Not listed Hourly, Ongoing planning fee
Brian Woods Woods Financial Services Towson Not listed Ongoing planning fee
Christopher Oland Harmony Wealth Advisors Edgewater Not listed Percentage of assets, Fixed fees
Collin Toal RCS Financial Planning Annapolis Not listed Percentage of assets, Hourly
David Petersen FSA Wealth Partners Rockville CFP Percentage of assets, Hourly
Dimitri Sfakiyanudis 1 North Wealth Services Annapolis Not listed Hourly, Ongoing planning fee