# Virtual financial advisors in Maryland

> In Maryland, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Clark Kendall of Kendall Capital Management, Avanti Shetye of Wealthwyzr, LLC and Lindsey Young of Quiet Wealth LLC.

Page: https://find.wellspent.co/by/virtual-financial-advisors/maryland/
36 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 work with clients virtually in Maryland?

In Maryland, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Clark Kendall of Kendall Capital Management, Avanti Shetye of Wealthwyzr, LLC and Lindsey Young of Quiet Wealth LLC.

## How many fee-only advisors who work with clients virtually in Maryland are there?

The Wellspent public graph lists 36 fee-only advisors who work with clients virtually in Maryland, at 21 firms. We counted every advisor record that fits, as of October 2026.

## Where are fee-only advisors who work with clients virtually in Maryland located?

Of the 36 fee-only advisors who work with clients virtually in Maryland, 8 are in Hanover, followed by 4 in Baltimore and 3 in Columbia.

## How do fee-only advisors who work with clients virtually in Maryland charge?

The most common fee among fee-only advisors who work with clients virtually in Maryland is a percentage of assets, used by 83% of the 36 with fees on file. Many use more than one: 72% charge by the hour and 39% charge fixed fees.

## How many fee-only advisors who work with clients virtually in Maryland hold the CFP?

47% of the 36 fee-only advisors who work with clients virtually 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 work with clients virtually?

We count an advisor here when their firm's website says they work with clients virtually.

## What should I ask fee-only advisors who work with clients virtually in Maryland?

Are you registered in my state? How do we share documents securely? How often do we meet, and how? Can we ever meet in person?

## How current is this list of fee-only advisors who work with clients virtually 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 |
| [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 |
| [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 |
| [Mark Humphries](https://find.wellspent.co/advisors/mark-humphries.md) | Sentinel Financial Planning, LLC | Edgewater, Maryland | CFP | Percentage of assets, Hourly, Fixed fees |
| [Rianka Dorsainvil](https://find.wellspent.co/advisors/rianka-dorsainvil.md) | YGC Wealth | Lanham, Maryland | CFP | Ongoing planning fee |
| [Ryan Townsley](https://find.wellspent.co/advisors/ryan-townsley.md) | Town Capital | Bel Air, Maryland | CFP, MBA | Percentage of assets, Fixed fees |
| [Clark Kendall](https://find.wellspent.co/advisors/clark-kendall.md) | Kendall Capital Management | Rockville, Maryland | AEP, CFA, CFP | Percentage of assets, Ongoing 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 |
| [Philip Weiss](https://find.wellspent.co/advisors/philip-weiss.md) | Apprise Wealth Management LLC | Phoenix, Maryland | CFA, CPA | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Matt Lincoln](https://find.wellspent.co/advisors/matt-lincoln.md) | Cadence Planning LLC | Frederick, Maryland | CFP, EA | Ongoing planning fee |
| [Tad Jakes](https://find.wellspent.co/advisors/tad-jakes.md) | MFAC Financial Advisors, Inc. | White Hall, Maryland | CFP, EA, ECA | Percentage of assets, Hourly, Fixed fees |
| [Steven Jefferys](https://find.wellspent.co/advisors/steven-jefferys.md) | Arch Financial Advisors, LLC | Bethesda, Maryland | CFA, CFP, MBA | Hourly, Fixed fees |
| [Genti Cici](https://find.wellspent.co/advisors/genti-cici.md) | Wealthy & Wise Family Office | Columbia, Maryland | CFP | Percentage of assets, Hourly, Fixed fees |
| [Kimberly Owen](https://find.wellspent.co/advisors/kimberly-owen.md) | Prostatis Group | Hanover, Maryland | CFP | Percentage of assets, Hourly |
| [Thaddeus Toal](https://find.wellspent.co/advisors/thaddeus-toal.md) | RCS Financial Planning | Annapolis, Maryland | CFP | Percentage of assets, Hourly, Fixed fees |
| [Amanda Hopkins Clouser](https://find.wellspent.co/advisors/amanda-hopkins-clouser.md) | RCS Financial Planning | Annapolis, Maryland | CFA | Percentage of assets, Hourly, Fixed fees |
| [Ashley Perlmutter](https://find.wellspent.co/advisors/ashley-perlmutter.md) | Sherman Wealth | Gaithersburg, Maryland |   | Percentage of assets, Hourly, Fixed fees |
| [Bradley Sherman](https://find.wellspent.co/advisors/bradley-sherman.md) | Sherman Wealth | Gaithersburg, Maryland |   | Percentage of assets, Hourly, Fixed fees |
| [Colin Exelby](https://find.wellspent.co/advisors/colin-exelby.md) | Celestial Wealth Management | Towson, Maryland | CFP | Percentage of assets, Subscription, Fixed fees |
| [Endrit Lloshi](https://find.wellspent.co/advisors/endrit-lloshi.md) | Wealthy & Wise Family Office | Columbia, Maryland |   | Percentage of assets, Hourly, Fixed fees |
| [Taiyoung Lee](https://find.wellspent.co/advisors/taiyoung-lee.md) | Wealthy & Wise Family Office | Columbia, Maryland |   | Percentage of assets, Hourly, Fixed fees |
| [Andrew Ashton](https://find.wellspent.co/advisors/andrew-ashton.md) | Prostatis Group | Hanover, Maryland |   | Percentage of assets, Hourly |
| [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 |
| [Brian Canet](https://find.wellspent.co/advisors/brian-canet.md) | Prostatis Group | Hanover, Maryland |   | Percentage of assets, Hourly |
| [Collin Toal](https://find.wellspent.co/advisors/collin-toal.md) | RCS Financial Planning | Annapolis, Maryland |   | Percentage of assets, Hourly, Fixed fees |
| [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 |
| [Katherine Groce](https://find.wellspent.co/advisors/katherine-groce.md) | Prostatis Group | Hanover, Maryland |   | Percentage of assets, Hourly |
| [Lawrence Kiely](https://find.wellspent.co/advisors/lawrence-kiely.md) | Prostatis Group | Hanover, Maryland |   | Percentage of assets, Hourly |
| [Michael Canet](https://find.wellspent.co/advisors/michael-canet.md) | Prostatis Group | Hanover, Maryland |   | Percentage of assets, Hourly |
| [Ryan Herbert](https://find.wellspent.co/advisors/ryan-herbert.md) | Prostatis Group | Hanover, Maryland |   | Percentage of assets, Hourly |
| [Vanessa Pruett-Urie](https://find.wellspent.co/advisors/vanessa-pruett-urie.md) | Prostatis Group | Hanover, Maryland |   | Percentage of assets, Hourly |
| [Steven Stern](https://find.wellspent.co/advisors/steven-stern.md) | Abel Financial | Eldersburg, Maryland | CFP | Percentage of assets, Fixed fees |
| [Christopher Yeagle](https://find.wellspent.co/advisors/christopher-yeagle.md) | Honeygo Financial | Forest Hill, Maryland |   | Percentage of assets, Hourly |
| [Kendell Phillip](https://find.wellspent.co/advisors/kendell-phillip.md) | Lockstep Financial | Odenton, Maryland |   | Percentage of assets, 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).
