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Wellspent public graph/Locations/United States/Maryland
United States

Fee-only advisors in Maryland

Fee-only advisors in Bethesda, Baltimore and Rockville, plus 71 other cities.

What fee-only financial advisors charge in Maryland

By the numbers

The Wellspent public graph lists 534 fee-only financial advisors serving Maryland at 235 firms, most in Bethesda, Baltimore and Rockville. 46% hold the CFP certification. Of the 531 with fees on file, 92% charge percentage of assets.

Advisors listed
534
Firms
235
Cities
75
Hold the CFP
46%
  • Other credentials: CFA 13% · CPA 2% · EA 1%
  • How they charge (of 531 with fees on file): percentage of assets 92% · fixed fees 66% · hourly 62% · ongoing planning fee 8%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Maryland (534)

Fee-only advisors serving Maryland: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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
Ryan Townsley Town Capital Bel Air CFP, MBA Percentage of assets, Fixed fees
Tim Baker YFP Wealth New Albany CFP, RICP, RLP Percentage of assets, Fixed fees
Clark Kendall Kendall Capital Management Rockville AEP, CFA, CFP 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
Jason Dall'Acqua Crest Wealth Advisors LLC Annapolis CFP Percentage of assets, Fixed fees
Lisa Crivella Ivy League Financial Advisors LLC Rockville CFP, AIF, BA, BS Percentage of assets, Hourly
Matt Lincoln Cadence Planning LLC Frederick CFP, EA Ongoing planning fee
Michael Delaney II Northbrook Financial Baltimore CFP, ChFC Percentage of assets
Mike Delaney Northbrook Financial Planning LLC Baltimore CFP, ChFC Percentage of assets
Sergio Abarca Personal Financial Partners Chevy Chase CFP Percentage of assets, Fixed fees
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
John Kelly Baltimore-Washington Financial Advisors, Inc. Columbia CFP, CPA Percentage of assets, Flat fee or retainer
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
Benjamin Dorsey Analog Capital Partners Frederick CFP, PFS Percentage of assets
Denise Leish Money Plans Silver Spring BS, MBA Percentage of assets, Hourly
Grant Palmer, IV Waypoint Wealth Management Timonium CFP Percentage of assets, Fixed fees
Tom Taylor Chesapeake Financial Advisors Towson CPA/PFS Percentage of assets, Hourly
Genti Cici Wealthy & Wise Family Office Columbia CFP Percentage of assets, Hourly
Ken Diehl Cornerstone Financial Planning, Inc. Gaithersburg BS, CFP, CPA Ongoing planning fee
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
Christine Parker Parker Financial La Plata CFP Percentage of assets, Ongoing planning fee
David Levitt Glassman Wealth North Bethesda CFP Percentage of assets, Fixed fees
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

Firms headquartered in Maryland (195)

All 195 firms in Maryland