One-time financial plans in Maryland
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Lindsey Young Quiet Wealth LLC, Baltimore Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Thomas Bonvissuto Intero Financial Planning, Parkton Holds the CFP and CFA. Fees on file: one-time planning fee, ongoing planning fee.
- 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.
- Jeremy Eppley Silverstone Financial, Owings Mills Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 29
- Firms
- 24
- Cities
- 16
- Hold the CFP
- 69%
- Other credentials: CFA 10% · EA 10% · ChFC 7%
- How they charge (of 29 with fees on file): one-time planning fee 100% · ongoing planning fee 66% · percentage of assets 62% · hourly 59%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
One-time financial plans by state
Questions about one-time financial plans
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.
All 29 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 |
| 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 |
| Amy King | Instar Financial Planning, LLC | Fallston | CFP, CRPC, EA | One-time 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 |
| Denise Leish | Money Plans | Silver Spring | BS, MBA | Percentage of assets, Hourly |
| Elizabeth Yoder | Dependent Financial Planning | Edgewater | CFP | Percentage of assets, Ongoing planning fee |
| John Berzellini | JBA Financial Advisors | Timonium | CFP | Percentage of assets, Hourly |
| Patricia Bush | AAA Advisory | Walkersville | CFP | Hourly, Flat fee or retainer |
| Nancy Bryant | Bryant Financial Advisory | Baltimore | CFP | Percentage of assets, Ongoing planning fee |
| Thomas Bonvissuto | Intero Financial Planning | Parkton | CFP, ChFC, CFA | One-time planning fee, Ongoing planning fee |
| Daniel Messeca | Craftwork Capital | Pikesville | CFP | One-time planning fee |
| Michael Parks | Upraise Wealth Advisory | Annapolis | CFP | Percentage of assets, Flat fee or retainer |
| Anne Claire Nornhold | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
| Jeffrey Venables | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
| Justin Garritt | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
| Raul Shah | DocShah Financial | Ellicott City | Not listed | Percentage of assets, One-time planning fee |
| Kendell Phillip | Lockstep Financial | Odenton | Not listed | Percentage of assets, Hourly |
| Daniel Cohen | Impact Capital | Rockville | Not listed | Percentage of assets, Ongoing planning fee |
| Dawn Page | Impact Capital | Rockville | Not listed | Percentage of assets, Ongoing planning fee |
| William Bancroft | Impact Capital | Rockville | Not listed | Percentage of assets, Ongoing planning fee |
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