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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
Christopher Yeagle Honeygo Financial Forest Hill Not listed Percentage of assets, Hourly
Cornell Abod Beacon Investment Advisors Gaithersburg Not listed Percentage of assets
James Lee Lee-Kelleher-Klein Wealth Management Ellicott City Not listed Percentage of assets
John Persico PERSICO Asset Management Severna Park Not listed Percentage of assets, Hourly
Kendell Phillip Lockstep Financial Odenton Not listed Percentage of assets, Hourly
Lawrence Judge Lafayette Investments Ashton Not listed Percentage of assets
Mark Hughes Lafayette Investments Ashton Not listed Percentage of assets
Mark Scott A.G. Campbell Advisory Baltimore Not listed Percentage of assets, Hourly
Michael Bryant First Perspective Capital National Harbor Not listed Percentage of assets, Hourly
Morgan Freund Family Office Research Bethesda Not listed Percentage of assets, Hourly
Ryan Klinger Lafayette Investments Ashton Not listed Percentage of assets
Scott Dinn Lafayette Investments Ashton Not listed Percentage of assets
Scott Freund Family Office Research Bethesda Not listed Percentage of assets, Hourly
Timothy Pang Sargent Investment Group Bethesda CFA Percentage of assets
William Kelleher Lee-Kelleher-Klein Wealth Management Ellicott City Not listed Percentage of assets
Christopher Jones FSA Wealth Partners Rockville Not listed Percentage of assets, Hourly
Daniel Ryan Alikos Wealth Management Bethesda Not listed Percentage of assets, Hourly
James Merrill Binnacle Financial Group Chevy Chase Not listed Percentage of assets, Hourly
Laura McAree Heritage Investors Management Bethesda Not listed Percentage of assets, Hourly
Mary Ann Drucker FSA Wealth Partners Rockville Not listed Percentage of assets, Hourly
Peter Ryan Alikos Wealth Management Bethesda Not listed Percentage of assets, Hourly
Andrew Schiff TritonPoint Wealth Chevy Chase Not listed Percentage of assets, Fixed fees
Angel Martinez Veridian Capital Partners Frederick Not listed Percentage of assets, Hourly
Angus Burton Marathon Capital Management Hunt Valley Not listed Percentage of assets
Austin Edmunds TritonPoint Wealth Chevy Chase Not listed Percentage of assets, Fixed fees
Barbara Hollis Holistic Planners Network Waldorf Not listed Percentage of assets, Hourly
Brian McGregor Sargent Investment Group Bethesda Not listed Percentage of assets
Brian Williamson Veridian Capital Partners Frederick Not listed Percentage of assets, Hourly
Christopher Rhyne Sargent Investment Group Bethesda Not listed Percentage of assets
Christopher Sargent Sargent Investment Group Bethesda Not listed Percentage of assets
Clifford Athey Marathon Capital Management Hunt Valley Not listed Percentage of assets
Daniel Cohen Impact Capital Rockville Not listed Percentage of assets, Ongoing planning fee
David Bonnichsen Phoenix Financial Engineering Baltimore Not listed Percentage of assets, Hourly
Dawn Page Impact Capital Rockville Not listed Percentage of assets, Ongoing planning fee
Donald Mattran Foundry Wealth Advisors Baltimore Not listed Percentage of assets, Hourly
Edward Hart Marathon Capital Management Hunt Valley Not listed Percentage of assets
Edward Lamade Sargent Investment Group Bethesda Not listed Percentage of assets
Erik Moore Moore Wealth Frederick Not listed Percentage of assets, Fixed fees
Ethan Holobinko Veridian Capital Partners Frederick Not listed Percentage of assets, Hourly
Howard Rothman TritonPoint Wealth Chevy Chase Not listed Percentage of assets, Fixed fees
Jake Ransom TritonPoint Wealth Chevy Chase Not listed Percentage of assets, Fixed fees
Jake Schoenfeld TritonPoint Wealth Chevy Chase Not listed Percentage of assets, Fixed fees
Jonathan Rosner TritonPoint Wealth Chevy Chase Not listed Percentage of assets, Fixed fees
Katelyn Kantruss Veridian Capital Partners Frederick Not listed Percentage of assets, Hourly
Kyle Fishler Foundry Wealth Advisors Baltimore Not listed Percentage of assets, Hourly
Laura Hodgson Sargent Investment Group Bethesda Not listed Percentage of assets
Leonard Cooperman MJC Advisors Lutherville Not listed Percentage of assets
Linda Hickel Marathon Capital Management Hunt Valley Not listed Percentage of assets
Matthew Elmore Sargent Investment Group Bethesda Not listed Percentage of assets
Michael Cooperman MJC Advisors Lutherville Not listed Percentage of assets

Firms headquartered in Maryland (195)

All 195 firms in Maryland