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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
Edmund Wellington Wellington Capital Management Chevy Chase Not listed Percentage of assets
Edward Tuvin Tuvin & Tuvin Bethesda Not listed Fixed fees, Performance-based fees
Emily Smith The Kelly Group Bel Air Not listed Percentage of assets, Hourly
Emmanuel Ike Quantum Financial Advisors Rockville Not listed Percentage of assets, Hourly
Erik Johnson Cornerstone Advisory Arnold Not listed Percentage of assets, Hourly
Finnian Devine Marks Wealth Management Ellicott City Not listed Percentage of assets
Gavin Johnson Cornerstone Advisory Severna Park Not listed Percentage of assets, Hourly
Glaister Welsh Calabash Asset Management North Potomac Md Not listed Percentage of assets, Fixed fees
Gregory Fridley Society Investment Management Baltimore Not listed Percentage of assets
Howard Lodge Quantum Financial Advisors Rockville Not listed Percentage of assets, Hourly
Isaiah Byrd-Braxton Passive Capital Management Baltimore Not listed Percentage of assets
Isaiah Smith The Kelly Group Bel Air Not listed Percentage of assets, Hourly
James Foxen Cornerstone Advisory Hunt Valley Not listed Percentage of assets, Hourly
James Rossman Buttonwood Financial Advisors Baltimore Not listed Percentage of assets, Fixed fees
Jean Hoff Aegis Wealth Bethesda Not listed Percentage of assets, Fixed fees
Jeffery Holmes Investream Gwynn Oak Not listed Percentage of assets, Fixed fees
John Amos Mcclelland Wesley Wealth Management Parkton Not listed Percentage of assets, Hourly
John Ciccarone WBH Advisory Baltimore Not listed Percentage of assets, Hourly
John Ohly Bontempo Ohly Capital Management Bethesda Not listed Percentage of assets, Hourly
Jonathan McMahon Dauntless Advisory Annapolis Not listed Percentage of assets
Jorge Cortes Terrafort Capital North Bethesda Not listed Percentage of assets, Hourly
Joseph Hill Foundation Wealth & Tax Advisors Annapolis Not listed Percentage of assets, Hourly
Joseph Johnson The J.O. Johnson Group Sykesville Not listed Percentage of assets
Joseph Manfredi Baltimore-Washington Financial Advisors Columbia Not listed Percentage of assets
Joseph Rinaldi, III Quantum Financial Advisors Rockville Not listed Percentage of assets, Hourly
Joseph Schmelzle Quantum Financial Advisors Rockville Not listed Percentage of assets, Hourly
Kapil Shiohare Thinagee Investments Bethesda Not listed Percentage of assets, Hourly
Katrina Lamb MV Capital Management Bethesda Not listed Percentage of assets, Hourly
Kedest Baharu MV Capital Management Bethesda Not listed Percentage of assets, Hourly
Kelly Sheahan Calvert Wealth Management Dunkirk Not listed Percentage of assets, Hourly
Kenneth Hockycko Dauntless Advisory Annapolis Not listed Percentage of assets
Lauren Madison The Kelly Group Bel Air Not listed Percentage of assets, Hourly
Liliang Chen Enduro Capital Partners Silver Springs Not listed Percentage of assets
Linda McCleary D.F. Dent and Company Baltimore Not listed Percentage of assets
Lindsey Lloyd Crest Wealth Advisors Annapolis Not listed Percentage of assets, Fixed fees
Marianne Durham HF Advisory Group Annapolis Not listed Percentage of assets, Hourly
Mark Tiralosi Quantum Financial Advisors Rockville Not listed Percentage of assets, Hourly
Mark Underwood MV Capital Management Bethesda Not listed Percentage of assets, Hourly
Masood Vojdani MV Capital Management Bethesda Not listed Percentage of assets, Hourly
Matthew Scarborough Retirement Management Systems Leonardtown Not listed Percentage of assets, Hourly
Maureen McShane Capital Investment Management Sykesville Not listed Percentage of assets, Hourly
Max Pflugrad Baltimore-Washington Financial Advisors Columbia Not listed Percentage of assets
Michael Bertrand The Kelly Group Bel Air Not listed Percentage of assets, Hourly
Michael Hocker CTG Wealth Management Severna Park Not listed Percentage of assets, Fixed fees
Michael Huber Quantum Financial Advisors Rockville Not listed Percentage of assets, Hourly
Michael Lavina Cornerstone Advisory Hunt Valley Not listed Percentage of assets, Hourly
Michael Mattison Planvest Financial Gaithersburg Not listed Percentage of assets, Hourly
Michael Morrill D.F. Dent and Company Baltimore Not listed Percentage of assets
Michael Pirolli The Kelly Group Bel Air Not listed Percentage of assets, Hourly
Natalie Sherman &wealth Partners Baltimore Not listed Percentage of assets, Hourly

Firms headquartered in Maryland (195)

All 195 firms in Maryland