Hourly financial advisors in Maryland
How do I find fee-only advisors who charge by the hour in Maryland?
In Maryland, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Teancum Light of Lighthouse Wealth Management, Stein Olavsrud of FBB Capital Partners and Liz Plot of Primas Financial Planning.
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.
- Liz Plot Primas Financial Planning, Columbia Holds the CFP and EA. Fees on file: ongoing planning fee, one-time planning fee.
- Amy King Instar Financial Planning, LLC, Fallston Holds the CFP and EA. Fees on file: one-time planning fee.
- Avanti Shetye Wealthwyzr, LLC, Ellicott City Holds the CFP and CFA. Fees on file: subscription, one-time planning fee.
- Lindsey Young Quiet Wealth LLC, Baltimore Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
By the numbers
- Advisors listed
- 355
- Firms
- 157
- Cities
- 60
- Hold the CFP
- 48%
- Other credentials: CFA 13% · CPA 2% · EA 2%
- How they charge (of 355 with fees on file): hourly 93% · percentage of assets 90% · fixed fees 76% · ongoing planning fee 10%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
How many fee-only advisors who charge by the hour in Maryland are there?
The Wellspent public graph lists 355 fee-only advisors who charge by the hour in Maryland, at 157 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who charge by the hour in Maryland located?
Of the 355 fee-only advisors who charge by the hour in Maryland, 66 are in Bethesda, followed by 39 in Rockville and 37 in Baltimore.
How do fee-only advisors who charge by the hour in Maryland charge?
The most common fee among fee-only advisors who charge by the hour in Maryland is an hourly rate, used by 93% of the 355 with fees on file. Many use more than one: 90% charge a percentage of assets and 76% charge fixed fees.
How many fee-only advisors who charge by the hour in Maryland hold the CFP?
48% of the 355 fee-only advisors who charge by the hour 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 who charge by the hour?
We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.
What should I ask fee-only advisors who charge by the hour in Maryland?
What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?
How current is this list of fee-only advisors who charge by the hour 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 355 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Avanti Shetye Fee-only, advice-only planning for high-net-worth retirees, pre-retirees and high earners facing retirement income, tax and equity compensation decisions. | Wealthwyzr, LLC | Ellicott City | CFP, CFA, MBA | Subscription, One-time planning fee |
| John Bell Comprehensive and hourly advice-only planning for DIY investors and families who want help with retirement, taxes, estates and giving. | Free State Financial Planning | Clarksville | CFP | Subscription, One-time planning fee |
| John O'Callaghan | Impact Financial Life Planning LLC | Baltimore | CFP | Flat fee or retainer, Ongoing planning fee |
| Lindsey Young | Quiet Wealth LLC | Baltimore | CFP, MBA, TPCP, EA | Flat fee or retainer, Ongoing planning fee |
| Liz Plot | Primas Financial Planning | Columbia | CFP, ChFC, AFC, EA | Ongoing planning fee, One-time 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 |
| Jon Powell | Ferguson-Johnson Wealth Management | Rockville | CFP | Percentage of assets, Hourly |
| Mark Humphries | Sentinel Financial Planning, LLC | Edgewater | CFP | Percentage of assets, Hourly |
| Rianka Dorsainvil | YGC Wealth | Lanham | CFP | Ongoing planning fee |
| Robin Kizito | Addax Bridge Financial | North Bethesda | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Nick Booth Advice-only planning for people nearing retirement and millennials balancing big life events with saving for the future. | Nine Inning Finance, LLC | North Bethesda | CDAA, CFP | Subscription, One-time 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 |
| Lisa Crivella | Ivy League Financial Advisors LLC | Rockville | CFP, AIF, BA, BS | Percentage of assets, Hourly |
| Tad Jakes | MFAC Financial Advisors, Inc. | White Hall | CFP, EA, ECA | Percentage of assets, Hourly |
| Amy King | Instar Financial Planning, LLC | Fallston | CFP, CRPC, EA | One-time planning fee |
| Ben Brown | Entelechy | Bethesda | CFP, EA | Percentage of assets, Hourly |
| Christopher Rhim | Green View Advisors, LLC | ROCKVILLE | CDFA, CFP | Percentage of assets, Hourly |
| David Creekmore | Lifetime Financial LLC | Takoma Park | CFP, MBA | Percentage of assets |
| Elizabeth Remick | Ithaka Financial Planning | Bethesda | CFP, MBA | Percentage of assets |
| Jacob Sadler | Curio Wealth, LLC | Annapolis | CFP, JD, CPA, CPA/PFS | Ongoing planning fee |
| Kerrie Carden | Equip Advisory | Baltimore | CFP | Percentage of assets, Ongoing planning fee |
| Matthew Porter | Patuxent Financial Partners, LLC | Columbia | CFP | Percentage of assets, Flat fee or retainer |
| Patrick Ortman | Ortman Financial Planning | North Bethesda | CFP | Flat fee or retainer, One-time planning fee |
| Steven Jefferys | Arch Financial Advisors, LLC | Bethesda | CFA, CFP, MBA | Hourly, Fixed fees |
| 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 |
| Tom Taylor | Chesapeake Financial Advisors | Towson | CPA/PFS | Percentage of assets, Hourly |
| Genti Cici | Wealthy & Wise Family Office | Columbia | CFP | 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 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 |
| John Berzellini | JBA Financial Advisors | Timonium | CFP | Percentage of assets, Hourly |
| 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 |
| Abbie Frishman | Councilor | Bethesda | CFP | Percentage of assets, Hourly |
| Drew Culver | Councilor | Bethesda | CFP | Percentage of assets, Hourly |
| Erich Imphong | Plotkin Financial Advisors | Marriottsville | CFP | Percentage of assets, Hourly |
| 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 |
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