| Frank Byskov | Forty4 Financial | Bethesda | CFP, CFA | Percentage of assets, Hourly |
| George Boudreau | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Hossameldin Abdelkarim | Poise Investment Advisors | Germantown | Not listed | Percentage of assets, Hourly |
| James Joseph | FSA Wealth Partners | Rockville | CFP | Percentage of assets, Hourly |
| Jeffrey Venables | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
| Jiaxuan Zhuang | MZ Capital | Bethesda | Not listed | Percentage of assets, Hourly |
| John Milchling | 1 North Wealth Services | Annapolis | Not listed | Hourly, Ongoing planning fee |
| Joseph Plume | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Justin Garritt | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
| Kathryn Putek | 1 North Wealth Services | Annapolis | Not listed | Hourly, Ongoing planning fee |
| Kevin Caldwell | Islands East Advisors | Chester | Not listed | Flat fee or retainer, Hourly |
| Kimberly Basenback | FSA Wealth Partners | Rockville | CFP | Percentage of assets, Hourly |
| Lisa Schaefer | KFA Private Wealth Group | Chevy Chase | Not listed | Percentage of assets, Hourly |
| Lyle Benson | LK Benson & Company | Timonium | CFP, PFS | Hourly, Fixed fees |
| Mary Hughes | 1 North Wealth Services | Annapolis | Not listed | Hourly, Ongoing planning fee |
| Matthew McNally | Glassman Wealth | North Bethesda | Not listed | Percentage of assets, Fixed fees |
| Sherif Othman | Poise Investment Advisors | Germantown | Not listed | Percentage of assets, Hourly |
| Tanya Rapacz | The Advisory Group of San Francisco | Ellicott City | CFP | Percentage of assets, Fixed fees |
| Adam Bosma | Ventus Wealth Management LLC | Annapolis | CFP, MBA | Percentage of assets, Hourly |
| 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 |
| Benjamin Hilyard | Fidelis Capital | Bethesda | Not listed | Percentage of assets, Fixed fees |
| Bradford Yeakle | MY Wealth Management | Germantown | ChFC | Percentage of assets, Hourly |
| Charles Kimmel | Councilor | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Christopher Tate | Fidelis Capital | Bethesda | Not listed | Percentage of assets, Fixed fees |
| Darren Straniero | OnPlane Financial Advisors | Poolesville | CFP | Fixed fees |
| David Seamans | Sargent Investment Group | Bethesda | CFP | Percentage of assets |
| Elizabeth Plot | Primas Financial Planning | Columbia | AFC, CFP, ChFC, EA | Hourly, Fixed fees |
| Gabriel Trasatti | Trasatti Wealth Planning | Baltimore | PFS | Percentage of assets, Hourly |
| Gary Aiken | Caveness Wealth Advisory | Rockville | 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 |
| Greg Will | Bestgate Wealth Advisors | Frederick | CFP, CIMA, CPA, MST | Percentage of assets, Fixed fees |
| Isiah Williams | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Jonathan McKinney | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Leonard Rodman | Rothschild Capital Partners | Potomac | Not listed | Percentage of assets, Hourly |
| Lorie Scheibel | Scheibel Planning Solutions | Crownsville | Not listed | Ongoing planning fee |
| Marianne Mattran | Foundry Wealth Advisors | Baltimore | CFP | Percentage of assets, Hourly |
| Mary Thomas-Spruill | Serene Financial Solutions | Gaithersburg | ChFC | Hourly, Fixed fees |
| Matthew Costa | Foundation Wealth & Tax Advisors, LLC | Annapolis | CFP, CPA | Percentage of assets, Hourly |
| Melissa Miller | Sovereign Financial Services | Phoenix | Not listed | Percentage of assets |
| Monica Carlos | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Peter Halbrook | TritonPoint Wealth | Chevy Chase | CFP | Percentage of assets, Fixed fees |
| Peter Pavlov | Lynx Investment Advisory | Columbia | Not listed | Percentage of assets, Fixed fees |
| Raul Shah | DocShah Financial | Ellicott City | Not listed | Percentage of assets, One-time planning fee |
| Robert Lindstrom | Provision Financial Planning | Towson | CFP, EA | Percentage of assets, Hourly |
| Sean Moore | Moore Wealth | Frederick | CFP | Percentage of assets, Fixed fees |
| Shabri Moore | Moore Wealth | Frederick | CFP | Percentage of assets, Fixed fees |
| Shawn Miller | Sovereign Financial Services | Phoenix | Not listed | Percentage of assets |
| Steven Stern | Abel Financial | Eldersburg | CFP | Percentage of assets, Fixed fees |