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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
Taiyoung Lee Wealthy & Wise Family Office Columbia Not listed Percentage of assets, Hourly
Aaron Weston FSA Wealth Partners Rockville CFP Percentage of assets, Hourly
Alan Myers Aerie Capital Management Baltimore CFA Percentage of assets, Hourly
Andrew Ashton Prostatis Group Hanover Not listed Percentage of assets, Hourly
Andrew Knachel Oliver Wealth Management Towson Not listed Ongoing planning fee
Anne Claire Nornhold Garritt Financial Solutions Baltimore Not listed Percentage of assets, Ongoing planning fee
Annika Mitchell 1 North Wealth Services Annapolis Not listed Hourly, Ongoing planning fee
Brian Canet Prostatis Group Hanover Not listed Percentage of assets, Hourly
Brian Woods Woods Financial Services Towson Not listed Ongoing planning fee
Christopher Oland Harmony Wealth Advisors Edgewater Not listed Percentage of assets, Fixed fees
Collin Toal RCS Financial Planning Annapolis Not listed Percentage of assets, Hourly
David Petersen FSA Wealth Partners Rockville CFP Percentage of assets, Hourly
Dimitri Sfakiyanudis 1 North Wealth Services Annapolis Not listed Hourly, Ongoing planning fee
Frank Byskov Forty4 Financial Bethesda CFP, CFA Percentage of assets, Hourly
George Boudreau Oliver Wealth Management Towson Not listed Ongoing planning fee
Hossameldin Abdelkarim Poise Investment Advisors Germantown Not listed Percentage of assets, Hourly
James Joseph FSA Wealth Partners Rockville CFP Percentage of assets, Hourly
Jamie Bigsby Glassy Mountain Advisors Bethesda CFP Percentage of assets
Jeffrey Venables Garritt Financial Solutions Baltimore Not listed Percentage of assets, Ongoing planning fee
Jiaxuan Zhuang MZ Capital Bethesda Not listed Percentage of assets, Hourly
John Milchling 1 North Wealth Services Annapolis Not listed Hourly, Ongoing planning fee
Joseph Plume Oliver Wealth Management Towson Not listed Ongoing planning fee
Justin Garritt Garritt Financial Solutions Baltimore Not listed Percentage of assets, Ongoing planning fee
Katherine Groce Prostatis Group Hanover Not listed Percentage of assets, Hourly
Kathryn Putek 1 North Wealth Services Annapolis Not listed Hourly, Ongoing planning fee
Kevin Caldwell Islands East Advisors Chester Not listed Flat fee or retainer, Hourly
Kimberly Basenback FSA Wealth Partners Rockville CFP Percentage of assets, Hourly
Lawrence Kiely Prostatis Group Hanover Not listed Percentage of assets, Hourly
Lisa Schaefer KFA Private Wealth Group Chevy Chase Not listed Percentage of assets, Hourly
Lyle Benson LK Benson & Company Timonium CFP, PFS Hourly, Fixed fees
Mary Hughes 1 North Wealth Services Annapolis Not listed Hourly, Ongoing planning fee
Matthew McNally Glassman Wealth North Bethesda Not listed Percentage of assets, Fixed fees
Michael Canet Prostatis Group Hanover Not listed Percentage of assets, Hourly
Ryan Herbert Prostatis Group Hanover Not listed Percentage of assets, Hourly
Sherif Othman Poise Investment Advisors Germantown Not listed Percentage of assets, Hourly
Tanya Rapacz The Advisory Group of San Francisco Ellicott City CFP Percentage of assets, Fixed fees
Vanessa Pruett-Urie Prostatis Group Hanover Not listed Percentage of assets, Hourly
Adam Bosma Ventus Wealth Management LLC Annapolis CFP, MBA Percentage of assets, Hourly
Alex Seleznev Capital Squared Financial Rockville CFA, CFP, MBA Percentage of assets, Fixed fees
Ben Waller WBH Advisory Baltimore CFA, CFP Percentage of assets, Hourly
Benjamin Hilyard Fidelis Capital Bethesda Not listed Percentage of assets, Fixed fees
Bradford Yeakle MY Wealth Management Germantown ChFC Percentage of assets, Hourly
Bridget Borel The Pearl Financial Planning LLC Annapolis CFP Not listed
Charles Kimmel Councilor Gaithersburg Not listed Percentage of assets, Hourly
Christopher Tate Fidelis Capital Bethesda Not listed Percentage of assets, Fixed fees
Darren Straniero OnPlane Financial Advisors Poolesville CFP Fixed fees
David Seamans Sargent Investment Group Bethesda CFP Percentage of assets
Elizabeth Plot Primas Financial Planning Columbia AFC, CFP, ChFC, EA Hourly, Fixed fees
Gabriel Trasatti Trasatti Wealth Planning Baltimore PFS Percentage of assets, Hourly
Gary Aiken Caveness Wealth Advisory Rockville Not listed Percentage of assets, Hourly

Firms headquartered in Maryland (195)

All 195 firms in Maryland