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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
John Berzellini JBA Financial Advisors Timonium CFP Percentage of assets, Hourly
Kimberly Owen Prostatis Group Hanover CFP Percentage of assets, Hourly
Mario Zumbo Preserve Private Wealth Bethesda CFP Percentage of assets, Fixed fees
Nathan McDuffee Oliver Wealth Management Towson CFP, ChFC Ongoing planning fee
Patrick McNamara Glassman Wealth Rockville CFP Percentage of assets, Fixed fees
Thaddeus Toal RCS Financial Planning Annapolis CFP Percentage of assets, Hourly
Vincent Barrett Acorn Financial Services Bethesda CFP Percentage of assets, Hourly
Abbie Frishman Councilor Bethesda CFP Percentage of assets, Hourly
Christina White Kilter Group Columbia CFP Percentage of assets, Fixed fees
Drew Culver Councilor Bethesda CFP Percentage of assets, Hourly
Erich Imphong Plotkin Financial Advisors Marriottsville CFP Percentage of assets, Hourly
Guadalupe Lechuga Audible Wealth Management Silver Spring CFP Percentage of assets, Fixed fees
Jane Rowny Councilor Bethesda CFP Percentage of assets, Hourly
Joseph Colman Colman Knight Baltimore CFP Flat fee or retainer, Ongoing planning fee
Judith Barnhard Councilor Bethesda CFP Percentage of assets, Hourly
Patricia Bush AAA Advisory Walkersville CFP Hourly, Flat fee or retainer
Reema Patel Councilor Bethesda CFP Percentage of assets, Hourly
Stephanie Anderson Councilor Bethesda CFP, CFA Percentage of assets, Hourly
Veronica Fuentes Audible Wealth Management Silver Spring CFP, ChFC Percentage of assets, Fixed fees
Amanda Hopkins Clouser RCS Financial Planning Annapolis CFA Percentage of assets, Hourly
Andrew Cecil Cecil Wealth Westminster CFP Percentage of assets
Ashley Perlmutter Sherman Wealth Gaithersburg Not listed Percentage of assets, Hourly
Bradley Sherman Sherman Wealth Gaithersburg Not listed Percentage of assets, Hourly
Colin Exelby Celestial Wealth Management Towson CFP Percentage of assets, Subscription
Frances Spurry Tred Avon Family Wealth Easton CFP Percentage of assets, Hourly
James Brown Meritis Wealth Management Potomac CFP Percentage of assets, Hourly
Jamie Lapin RMG Advisors Rockville CFP Percentage of assets, Hourly
Jeyamariappan Ganapathy Samatva Wealth Management Clarksburg CFA Percentage of assets, Hourly
Kirsten Calambro Oxford Planning Group Woodstock CFP Percentage of assets, Hourly
Landon Buzzerd Grant Street Asset Management Williamsport CFP Percentage of assets, Fixed fees
Nancy Bryant Bryant Financial Advisory Baltimore CFP Percentage of assets, Ongoing planning fee
Philip Snyder Snyder Asset Management Hunt Valley CFA Percentage of assets
Shaun Eddy Oxford Planning Group Woodstock CFP Percentage of assets, Hourly
Thomas Bonvissuto Intero Financial Planning Parkton CFP, ChFC, CFA One-time planning fee, Ongoing planning fee
Aaron Wall Fidelis Capital Bethesda CFA Percentage of assets, Fixed fees
Amanda Eimers Fruitful Havre De Grace CFP Percentage of assets, Ongoing planning fee
Andrea Brashears-Sampson Wise Financial Counsel Fort Washington CFP Hourly, Fixed fees
Daniel Messeca Craftwork Capital Pikesville CFP One-time planning fee
David Alicea Fruitful College Park CFP Percentage of assets, Ongoing planning fee
David Sheiman The Ellerson Group Annapolis CFA Percentage of assets, Hourly
Elizabeth Brennen A.G. Campbell Advisory Baltimore CFP Percentage of assets, Hourly
Endrit Lloshi Wealthy & Wise Family Office Columbia Not listed Percentage of assets, Hourly
Gregory Estes Councilor Bethesda CFA Percentage of assets, Hourly
Jeffrey Yeakle MY Wealth Management Germantown CFP, ChFC Percentage of assets, Hourly
Matthew Klein Lee-Kelleher-Klein Wealth Management Ellicott City CFP, CFA Percentage of assets
Michael Parks Upraise Wealth Advisory Annapolis CFP Percentage of assets, Flat fee or retainer
Naomi Parham Fruitful Upper Marlboro CFP Percentage of assets, Ongoing planning fee
Robert Noyes Lafayette Investments Ashton CFP Percentage of assets
Sean McElhaney Family Office Research Bethesda CFP Percentage of assets, Hourly
Steven Schleupner Councilor Smithsburg ChFC Percentage of assets, Hourly

Firms headquartered in Maryland (195)

All 195 firms in Maryland