# One-time financial plans in Maryland > In Maryland, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include Lindsey Young of Quiet Wealth LLC, Thomas Bonvissuto of Intero Financial Planning and Liz Plot of Primas Financial Planning. Page: https://find.wellspent.co/by/one-time-financial-plan/maryland/ 29 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who offer one-time plans in Maryland? In Maryland, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include Lindsey Young of Quiet Wealth LLC, Thomas Bonvissuto of Intero Financial Planning and Liz Plot of Primas Financial Planning. ## How many fee-only advisors who offer one-time plans in Maryland are there? The Wellspent public graph lists 29 fee-only advisors who offer one-time plans in Maryland, at 24 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who offer one-time plans in Maryland located? Of the 29 fee-only advisors who offer one-time plans in Maryland, 7 are in Baltimore, followed by 3 in North Bethesda and 3 in Rockville. ## How do fee-only advisors who offer one-time plans in Maryland charge? All 29 fee-only advisors who offer one-time plans in Maryland with fees on file charge a one-time planning fee. Many use more than one: 66% charge an ongoing planning fee and 62% charge a percentage of assets. ## How many fee-only advisors who offer one-time plans in Maryland hold the CFP? 69% of the 29 fee-only advisors who offer one-time plans 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 offer one-time plans? We count an advisor here when their listing shows a one-time planning fee. ## What should I ask fee-only advisors who offer one-time plans in Maryland? What will I have in hand when we finish? How many meetings does the price include? Can I come back for an update, and what does that cost? Will you tell me exactly which accounts and funds to use? ## How current is this list of fee-only advisors who offer one-time plans 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Avanti Shetye](https://find.wellspent.co/advisors/avanti-shetye.md) | Wealthwyzr, LLC | Ellicott City, Maryland | CFP, CFA, MBA | Subscription, One-time planning fee, Hourly | | [John Bell](https://find.wellspent.co/advisors/john-bell.md) | Free State Financial Planning | Clarksville, Maryland | CFP | Subscription, One-time planning fee, Hourly | | [John O'Callaghan](https://find.wellspent.co/advisors/john-ocallaghan.md) | Impact Financial Life Planning LLC | Baltimore, Maryland | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly | | [Lindsey Young](https://find.wellspent.co/advisors/lindsey-young.md) | Quiet Wealth LLC | Baltimore, Maryland | CFP, MBA, TPCP, EA | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly | | [Liz Plot](https://find.wellspent.co/advisors/liz-plot.md) | Primas Financial Planning | Columbia, Maryland | CFP, ChFC, AFC, EA | Ongoing planning fee, One-time planning fee | | [Gordon Achtermann](https://find.wellspent.co/advisors/gordon-achtermann.md) | Silverstone Financial | Owings Mills, Maryland | CFP, MBA | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee | | [Jeremy Eppley](https://find.wellspent.co/advisors/jeremy-eppley.md) | Silverstone Financial | Owings Mills, Maryland | CFP, CPWA, APMA, CRPC, MSFP, CFA | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee | | [Robin Kizito](https://find.wellspent.co/advisors/robin-kizito.md) | Addax Bridge Financial | North Bethesda, Maryland | CFP, MBA | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [Nick Booth](https://find.wellspent.co/advisors/nick-booth.md) | Nine Inning Finance, LLC | North Bethesda, Maryland | CDAA, CFP | Subscription, One-time planning fee, Hourly | | [Amy King](https://find.wellspent.co/advisors/amy-king.md) | Instar Financial Planning, LLC | Fallston, Maryland | CFP, CRPC, EA | One-time planning fee | | [Kerrie Carden](https://find.wellspent.co/advisors/kerrie-carden.md) | Equip Advisory | Baltimore, Maryland | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly | | [Matthew Porter](https://find.wellspent.co/advisors/matthew-porter.md) | Patuxent Financial Partners, LLC | Columbia, Maryland | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee | | [Patrick Ortman](https://find.wellspent.co/advisors/patrick-ortman.md) | Ortman Financial Planning | North Bethesda, Maryland | CFP | Flat fee or retainer, One-time planning fee | | [Denise Leish](https://find.wellspent.co/advisors/denise-leish.md) | Money Plans | Silver Spring, Maryland | BS, MBA | Percentage of assets, Hourly, One-time planning fee | | [Elizabeth Yoder](https://find.wellspent.co/advisors/elizabeth-yoder.md) | Dependent Financial Planning | Edgewater, Maryland | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [John Berzellini](https://find.wellspent.co/advisors/john-berzellini.md) | JBA Financial Advisors | Timonium, Maryland | CFP | Percentage of assets, Hourly, One-time planning fee, Ongoing planning fee | | [Patricia Bush](https://find.wellspent.co/advisors/patricia-bush.md) | AAA Advisory | Walkersville, Maryland | CFP | Hourly, Flat fee or retainer, One-time planning fee, Ongoing planning fee | | [Nancy Bryant](https://find.wellspent.co/advisors/nancy-bryant.md) | Bryant Financial Advisory | Baltimore, Maryland | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Thomas Bonvissuto](https://find.wellspent.co/advisors/thomas-bonvissuto.md) | Intero Financial Planning | Parkton, Maryland | CFP, ChFC, CFA | One-time planning fee, Ongoing planning fee | | [Daniel Messeca](https://find.wellspent.co/advisors/daniel-messeca.md) | Craftwork Capital | Pikesville, Maryland | CFP | One-time planning fee | | [Michael Parks](https://find.wellspent.co/advisors/michael-parks.md) | Upraise Wealth Advisory | Annapolis, Maryland | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Anne Claire Nornhold](https://find.wellspent.co/advisors/anne-claire-nornhold.md) | Garritt Financial Solutions | Baltimore, Maryland | | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Jeffrey Venables](https://find.wellspent.co/advisors/jeffrey-venables.md) | Garritt Financial Solutions | Baltimore, Maryland | | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Justin Garritt](https://find.wellspent.co/advisors/justin-garritt.md) | Garritt Financial Solutions | Baltimore, Maryland | | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Raul Shah](https://find.wellspent.co/advisors/raul-shah.md) | DocShah Financial | Ellicott City, Maryland | | Percentage of assets, One-time planning fee | | [Kendell Phillip](https://find.wellspent.co/advisors/kendell-phillip.md) | Lockstep Financial | Odenton, Maryland | | Percentage of assets, Hourly, One-time planning fee | | [Daniel Cohen](https://find.wellspent.co/advisors/daniel-cohen-6438308.md) | Impact Capital | Rockville, Maryland | | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [Dawn Page](https://find.wellspent.co/advisors/dawn-page.md) | Impact Capital | Rockville, Maryland | | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [William Bancroft](https://find.wellspent.co/advisors/william-bancroft.md) | Impact Capital | Rockville, Maryland | | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).