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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
Patrick Jones Marathon Capital Management Hunt Valley Not listed Percentage of assets
Pierre De La Croix-Vaubois TritonPoint Wealth Chevy Chase Not listed Percentage of assets, Fixed fees
Ricardo Rosenberg Sargent Investment Group Bethesda Not listed Percentage of assets
Samuel Beach Sargent Investment Group Bethesda Not listed Percentage of assets
Sara Mongno Sargent Investment Group Bethesda Not listed Percentage of assets
Susette Gustini Sargent Investment Group Bethesda Not listed Percentage of assets
Thomas Healy Sargent Investment Group Bethesda Not listed Percentage of assets
William Bancroft Impact Capital Rockville Not listed Percentage of assets, Ongoing planning fee
William Sterling TritonPoint Wealth Chevy Chase Not listed Percentage of assets, Fixed fees
Wilson Taliaferro Bush River Trust Hunt Valley Not listed Percentage of assets, Hourly
Adam Platt Kendall Capital Management Rockville CFP Percentage of assets, Fixed fees
Alec Sunners Financial Consulate Hunt Valley CFP Percentage of assets, Hourly
Alejandro Vela FBB Capital Partners Bethesda CFP Percentage of assets, Hourly
Alexander Roesner Black Diamond Financial Lutherville CFP Percentage of assets, Hourly
Alexandra Stewart Buttonwood Financial Advisors Baltimore CFP Percentage of assets, Fixed fees
Allison Brown Brightpath Wealth Advisors Crofton CFP Percentage of assets, Hourly
Andrea McClelland Aegis Wealth Bethesda CFP Percentage of assets, Fixed fees
Andrew Thompson Meta Wealth Advisory Timonium CFP Percentage of assets, Hourly
Andrew Tignanelli Financial Consulate Hunt Valley CFP Percentage of assets, Hourly
Anuj Grover Lake Street Bethesda CFP Percentage of assets, Hourly
Barbara Warner Warner Financial Bethesda CFP Percentage of assets, Hourly
Benjamin Huber Five Rivers Financial Advisors North East CFP Percentage of assets, Hourly
Brandon Croxton BRC Financial Planning Owings Mills CFP Percentage of assets, Hourly
Brandon Keehr Schaeffer Financial Rockville CFP Percentage of assets, Hourly
Brigitte Strobl Black Diamond Financial Lutherville CFP Percentage of assets, Hourly
Bryan Kelly The Kelly Group Bel Air CFP Percentage of assets, Hourly
Carol Petrov Kendall Capital Management Rockville CFP Percentage of assets, Fixed fees
Carolyn Nunez Ithaka Financial Planning Chevy Chase CFP Percentage of assets, Hourly
Carrie Beren WBH Advisory Baltimore CFP Percentage of assets, Hourly
Catherine Jackson Marks Wealth Management Ellicott City CFP Percentage of assets
Charles Bender Financial Consulate Hunt Valley CFP Percentage of assets, Hourly
Charles Wolpoff The Kelly Group Bel Air CFP Percentage of assets, Hourly
Christina Walters D.F. Dent and Company Baltimore CFP Percentage of assets
Christopher Brown Ivy League Financial Advisors Rockville CFP Percentage of assets, Hourly
Christopher O'Shea Financial Consulate Hunt Valley CFP Percentage of assets, Hourly
Christopher Pesota Cornerstone Advisory Hunt Valley CFP Percentage of assets, Hourly
Christopher Schaefer MV Capital Management Bethesda CFP Percentage of assets, Hourly
Christopher Thomas Macroview Investment Management Bethesda CFP Percentage of assets, Hourly
Christopher Warner Warner Financial Bethesda CFP, CFA Percentage of assets, Hourly
Christopher Williams Foundation Wealth & Tax Advisors Annapolis CFP Percentage of assets, Hourly
Claire Dwyer Schaeffer Financial Rockville CFP Percentage of assets, Hourly
David Ballard Champion Financial Planning Group Annapolis CFP Percentage of assets, Fixed fees
David McKee Accordant Advisory Group Annapolis CFP Percentage of assets, Hourly
David Zinreich Black Diamond Financial Lutherville CFP Percentage of assets, Hourly
Eliot Bares Mcglone Suttner Wealth Management Potomac CFP Percentage of assets, Hourly
Elizabeth Gillette Curio Wealth Edgewater CFP Percentage of assets, Hourly
Elliot Pepper Northbrook Financial Baltimore CFP Percentage of assets, Fixed fees
Emmett Stewart Wedmont Private Capital New Market CFP Fixed fees
Erin Weber Black Diamond Financial Lutherville CFP Percentage of assets, Hourly
Eun Kim Aegis Wealth Bethesda CFP Percentage of assets, Fixed fees

Firms headquartered in Maryland (195)

All 195 firms in Maryland