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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
Gary Mitchell Sage Financial Group Baltimore Not listed Percentage of assets, Fixed fees
Greg Pyne Red Oak Financial Group Towson Not listed Percentage of assets, Hourly
Greg Will Bestgate Wealth Advisors Frederick CFP, CIMA, CPA, MST Percentage of assets, Fixed fees
Isiah Williams Audible Wealth Management Silver Spring Not listed Percentage of assets, Fixed fees
James Ellerson The Ellerson Group Annapolis Not listed Percentage of assets, Hourly
Jaron Beach Pointer Financial Advisors Columbia CFP Percentage of assets
Jonathan McKinney Audible Wealth Management Silver Spring Not listed Percentage of assets, Fixed fees
Karly Holland Divergent Planning Bethesda CFP Not listed
Leonard Rodman Rothschild Capital Partners Potomac Not listed Percentage of assets, Hourly
Lorie Scheibel Scheibel Planning Solutions Crownsville Not listed Ongoing planning fee
Marianne Mattran Foundry Wealth Advisors Baltimore CFP Percentage of assets, Hourly
Mary Thomas-Spruill Serene Financial Solutions Gaithersburg ChFC Hourly, Fixed fees
Matthew Costa Foundation Wealth & Tax Advisors, LLC Annapolis CFP, CPA Percentage of assets, Hourly
Melissa Miller Sovereign Financial Services Phoenix Not listed Percentage of assets
Monica Carlos Audible Wealth Management Silver Spring Not listed Percentage of assets, Fixed fees
Peter Halbrook TritonPoint Wealth Chevy Chase CFP Percentage of assets, Fixed fees
Peter Pavlov Lynx Investment Advisory Columbia Not listed Percentage of assets, Fixed fees
Raul Shah DocShah Financial Ellicott City Not listed Percentage of assets, One-time planning fee
Robert Lindstrom Provision Financial Planning Towson CFP, EA Percentage of assets, Hourly
Sean Moore Moore Wealth Frederick CFP Percentage of assets, Fixed fees
Shabri Moore Moore Wealth Frederick CFP Percentage of assets, Fixed fees
Shawn Miller Sovereign Financial Services Phoenix Not listed Percentage of assets
Steven Stern Abel Financial Eldersburg CFP Percentage of assets, Fixed fees
Tom Arasz Bmore Financially Fit Baltimore CFP, MBA Not listed
Zachary Hubbard Sargent Investment Group Bethesda CFP Percentage of assets
Andrew Schenker Heritage Investors Management Bethesda CFA Percentage of assets, Hourly
Brian Curtin Heritage Investors Management Bethesda CFA Percentage of assets, Hourly
Brian Hawthorne-Codato Glassy Mountain Advisors Bethesda CFA Percentage of assets
Brian Luts LGG Financial Bethesda Not listed Percentage of assets
Christopher Benson LK Benson & Company Timonium PFS Hourly, Fixed fees
Craig Lukin Heritage Investors Management Bethesda CFA Percentage of assets, Hourly
David Greenleigh LGG Financial Bethesda Not listed Percentage of assets
Derek Stone Heritage Investors Management Bethesda CFA Percentage of assets, Hourly
Gretchen Straczewski Tred Avon Family Wealth Easton Not listed Percentage of assets, Hourly
Heather McGolerick Meritis Wealth Management Potomac Not listed Percentage of assets, Hourly
Jordan Daugherty FSA Wealth Partners Rockville CFA Percentage of assets, Hourly
Kenneth Long Heritage Investors Management Bethesda CFA, CIC Percentage of assets, Hourly
Laura Markoff Meritis Wealth Management Potomac Not listed Percentage of assets, Hourly
Michael Cornfeld Heritage Investors Management Bethesda CFA, CIC Percentage of assets, Hourly
Michael McIntyre Glassy Mountain Advisors Bethesda CFA Percentage of assets
Patricia Eddy Oxford Planning Group Woodstock Not listed Percentage of assets, Hourly
Ronald Rough FSA Wealth Partners Rockville CFA Percentage of assets, Hourly
Scott Wilson Heritage Investors Management Bethesda CFA Percentage of assets, Hourly
Tarun Mehta Onyx Bridge Wealth Group Rockville Not listed Percentage of assets, Hourly
Taylor Fucci Heritage Investors Management Bethesda CFA Percentage of assets, Hourly
Thiago Glieger RMG Advisors Rockville Not listed Percentage of assets, Hourly
William Kauffman Paramount Investments Lutherville CFA Percentage of assets
Alexander Campbell A.G. Campbell Advisory Baltimore Not listed Percentage of assets, Hourly
Alexander Campbell A.G. Campbell Advisory Baltimore Not listed Percentage of assets, Hourly
Brendan Hughes Lafayette Investments Ashton Not listed Percentage of assets

Firms headquartered in Maryland (195)

All 195 firms in Maryland