Fee-only advisors in Maryland
Fee-only advisors in Bethesda, Baltimore and Rockville, plus 71 other cities.
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)
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Nathaniel Whitman | The NLW Capital Group | Baltimore | Not listed | Percentage of assets, Hourly |
| Nicholas Lumpp | RCN Wealth Advisors | Stevensville | Not listed | Percentage of assets, Hourly |
| Nicholas Rumke | Wealth Planning Group | Baltimore | Not listed | Percentage of assets, Hourly |
| Ormand Bontempo | Bontempo Ohly Capital Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Patrick Bollinger | Wealth Planning Group | Baltimore | Not listed | Percentage of assets, Hourly |
| Philipp Bentley | Edgemoor Investment Advisors | Bethesda | Not listed | Percentage of assets |
| Quinn Sutker | The Kelly Group | Bel Air | Not listed | Percentage of assets, Hourly |
| Richard Gloekler | Marks Wealth Management | Ellicott City | Not listed | Percentage of assets |
| Robert Behr | Planvest Financial | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Robert Carpenter | Baltimore-Washington Financial Advisors | Columbia | Not listed | Percentage of assets |
| Robert Gill | Cornerstone Advisory | Hunt Valley | Not listed | Percentage of assets, Hourly |
| Robert Sandler | Robert A. Sandler | Clarksville | Not listed | Percentage of assets, Hourly |
| Robert Tobin | Black Diamond Financial | Lutherville | Not listed | Percentage of assets, Hourly |
| Samantha Nash | Baltimore-Washington Financial Advisors | Columbia | Not listed | Percentage of assets |
| Samuel McKee | Accordant Advisory Group | Annapolis | Not listed | Percentage of assets, Hourly |
| Scott Faley | Inaltis Capital Management | Chevy Chase | Not listed | Percentage of assets, Hourly |
| Scott Grebenstein | Foresight Financial Services | Laurel | Not listed | Percentage of assets, Hourly |
| Shaun Blakeslee | Alton Point Advisors | Westminster | Not listed | Percentage of assets, Hourly |
| Stephen Koda | Advocate Investing Services | Woodbine | Not listed | Percentage of assets, Hourly |
| Terrence Jones | Baltimore-Washington Financial Advisors | Columbia | Not listed | Percentage of assets |
| Thomas Biddison | Cornerstone Advisory | Hunt Valley | Not listed | Percentage of assets, Hourly |
| Timothy Mudd | Pointer Financial Advisors | Columbia | Not listed | Percentage of assets |
| Townsend Hornor | Baltimore-Washington Financial Advisors | Columbia | Not listed | Percentage of assets |
| Valeria Suaza Salamanca | Ortman Financial Planning | North Bethesda | Not listed | Percentage of assets, Hourly |
| Viveka Ryn | Aegis Wealth | Bethesda | Not listed | Percentage of assets, Fixed fees |
| Walid Petiri | Financial Management Strategies | Baltimore | Not listed | Percentage of assets, Hourly |
| William Alexander | Retirement Management Systems | Leonardtown | Not listed | Percentage of assets, Hourly |
| William Fitzgerald | BNB Wealth Mangagement | Silver Spring | Not listed | Percentage of assets, Hourly |
| William Ruff | The Kelly Group | Bel Air | Not listed | Percentage of assets, Hourly |
| William Schwarz | Dauntless Advisory | Annapolis | Not listed | Percentage of assets |
| Yingjie Shu | Kailasa Capital Management | Bethesda | Not listed | Percentage of assets, Performance-based fees |
| Yuan He | HY Financial | Rockville | Not listed | Percentage of assets, Hourly |
| Zachary Furshman | Continuum Advisory | Annapolis | Not listed | Percentage of assets, Hourly |
| Zemin Zhu | Kendall Capital Management | Rockville | Not listed | Percentage of assets, Fixed fees |
Firms headquartered in Maryland (195)
-
1 North Wealth Services
Annapolis, Maryland
-
A.G. Campbell Advisory
Baltimore, Maryland
-
AAA Advisory
Walkersville, Maryland
-
Abel Financial
Eldersburg, Maryland
-
Accordant Advisory Group
Annapolis, Maryland
-
Addax Bridge Financial
North Bethesda, Maryland
-
Advocate Investing Services
Woodbine, Maryland
-
Aegis Wealth
Bethesda, Maryland
-
Aerie Capital Management
Baltimore, Maryland
-
Alikos Wealth Management
Bethesda, Maryland
-
Alton Point Advisors
Westminster, Maryland
-
Anchor Wealth Advisors
Cockeysville, Maryland
-
Apprise Wealth Management LLC
Phoenix, Maryland
-
Arch Financial Advisors, LLC
Bethesda, Maryland
-
Audible Wealth Management
Silver Spring, Maryland
-
Baltimore-Washington Financial Advisors, Inc.
Columbia, Maryland
-
Beacon Investment Advisors
Gaithersburg, Maryland
-
Bestgate Wealth Advisors
Frederick, Maryland
-
Beyond Profit and Wealth Consulting
Laurel, Maryland
-
Binnacle Financial Group
Chevy Chase, Maryland
-
Black Diamond Financial
Lutherville, Maryland
-
Blue Curve Advisory
Towson, Maryland
-
Bmore Financially Fit
Baltimore, Maryland
-
BNB Wealth Mangagement
Silver Spring, Maryland
-
Bontempo Ohly Capital Management
Bethesda, Maryland
-
Booster
Baltimore, Maryland
-
BRC Financial Planning
Owings Mills, Maryland
-
Brightpath Wealth Advisors
Crofton, Maryland
-
Bryant Financial Advisory
Baltimore, Maryland
-
Bush River Trust
Hunt Valley, Maryland
-
Buttonwood Financial Advisors
Baltimore, Maryland
-
Cadence Planning LLC
Frederick, Maryland
-
Calabash Asset Management
North Potomac Md, Maryland
-
Calvert Wealth Management
Dunkirk, Maryland
-
Capital Investment Management
Sykesville, Maryland
-
Capital Squared Financial
Rockville, Maryland
-
Carderock Capital Management
Chevy Chase, Maryland
-
Cecil Wealth
Westminster, Maryland
-
Celestial Wealth Management
Towson, Maryland
-
Champion Financial Planning Group
Annapolis, Maryland
-
Chesapeake Financial Advisors
Towson, Maryland
-
Cornerstone Advisory
Hunt Valley, Maryland
-
Cornerstone Financial Planning, Inc.
Gaithersburg, Maryland
-
Councilor
Bethesda, Maryland
-
Creative Wealth Management
Ocean Pines, Maryland
-
Crest Wealth Advisors LLC
Annapolis, Maryland
-
CTG Wealth Management
Severna Park, Maryland
-
Curio Wealth, LLC
Annapolis, Maryland
-
CWM Financial Group
Rockville, Maryland
-
D.F. Dent and Company
Baltimore, Maryland
-
Dauntless Advisory
Annapolis, Maryland
-
Dependent Financial Planning
Edgewater, Maryland
-
Divergent Planning
Bethesda, Maryland
-
DocShah Financial
Ellicott City, Maryland
-
Douglasbradley
Rockville, Maryland
-
Dyer Financial Advisory
Towson, Maryland
-
Edgemoor Investment Advisors
Bethesda, Maryland
-
Entelechy
Bethesda, Maryland
-
Equip Advisory
Baltimore, Maryland
-
Family Office Research
Bethesda, Maryland