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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
Gay Truscott Edgemoor Investment Advisors Bethesda CFP Percentage of assets
Glen Frost Foundation Wealth & Tax Advisors Annapolis CFP Percentage of assets, Hourly
Graham Ewing Financial Consulate Hunt Valley CFP Percentage of assets, Hourly
Heath Brewer Trumbower Financial Advisors Bethesda CFP Percentage of assets, Hourly
Heather Anthony Covingtonalsina Annapolis CFP Percentage of assets, Hourly
Jack Ramey WBH Advisory Baltimore CFP Percentage of assets, Hourly
Jackson Courtney Financial Consulate Baltimore CFP Percentage of assets, Hourly
Jacob Adkins The Kelly Group Bel Air CFP Percentage of assets, Hourly
Jaime Quiros FBB Capital Partners Bethesda CFP Percentage of assets, Hourly
James Kantowski Curio Wealth Severna Park CFP Percentage of assets, Hourly
James Walker Kendall Capital Management Rockville CFP Percentage of assets, Fixed fees
Jane O'Mara FBB Capital Partners Bethesda CFP Percentage of assets, Hourly
Jeffrey Fountain Passive Capital Management Baltimore CFP Percentage of assets
Jennifer Scher FBB Capital Partners Bethesda CFP Percentage of assets, Hourly
Jessica Scott Carderock Capital Management Chevy Chase CFP Percentage of assets, Hourly
Jiyon Tuman Wealthspring Financial Advisors Bethesda CFP Percentage of assets, Hourly
Joel Hosner WBH Advisory Baltimore CFP Percentage of assets, Hourly
John Blamphin Retirement Management Systems Leonardtown CFP Percentage of assets, Hourly
John Bowles Intervest Chevy Chase CFP Percentage of assets, Hourly
John Faggio Foundation Wealth & Tax Advisors Annapolis CFP Percentage of assets, Hourly
John Peterson CWM Financial Group Rockville CFP Percentage of assets, Hourly
Jonathan Brooks Blue Curve Advisory Towson CFP Percentage of assets, Fixed fees
Jordan Heaps The Kelly Group Bel Air CFP Percentage of assets, Hourly
Joseph Caputo Baltimore-Washington Financial Advisors Columbia CFP Percentage of assets
Joshua Mason WBH Advisory Baltimore CFP Percentage of assets, Hourly
Justin Linthicum Financial Consulate Hunt Valley CFP Percentage of assets, Hourly
Kaitlin Yardley Schaeffer Financial Rockville CFP Percentage of assets, Hourly
Karen Schaeffer Schaeffer Financial Rockville CFP Percentage of assets, Hourly
Katarzyna Kusmierz Millennium Financial Services Rockville CFP Percentage of assets, Hourly
Kathleen McQuade Mcquade, Kathleen Mary Laurel CFP Hourly, Fixed fees
Kevin Jarcho Warner Financial Bethesda CFP Percentage of assets, Hourly
Kevin Wrenn Ballast Financial Advisors Annapolis CFP Percentage of assets, Hourly
Lawrence Post Baltimore-Washington Financial Advisors Columbia CFP Percentage of assets
Lyn Dippel Curio Wealth Annapolis CFP Percentage of assets, Hourly
Madison Bennett Financial Consulate Hunt Valley CFP Percentage of assets, Hourly
Maggi Keating FBB Capital Partners Bethesda CFP Percentage of assets, Hourly
Martha Callahan FBB Capital Partners Easton CFP Percentage of assets, Hourly
Mary Thompson Buttonwood Financial Advisors Baltimore CFP Percentage of assets, Fixed fees
Matthew Goette Black Diamond Financial Lutherville CFP, CFA Percentage of assets, Hourly
Matthew O'Keefe Back Bay Financial Planning & Investments Annapolis CFP Percentage of assets, Hourly
Matthew Sanchez Ivy League Financial Advisors Rockville CFP Percentage of assets, Hourly
Micah Patashnik Macroview Investment Management Bethesda CFP Percentage of assets, Hourly
Michael Delaney Northbrook Financial Baltimore CFP, ChFC Percentage of assets, Fixed fees
Michael Hepner Hepner Financial Services Odenton CFP Percentage of assets, Hourly
Michael Hoffman Macroview Investment Management Bethesda CFP Percentage of assets, Hourly
Michael Marvin TAM Financial Advisors Annapolis CFP Percentage of assets, Hourly
Michael McCarthy Financial Consulate Hunt Valley CFP, PFS Percentage of assets, Hourly
Michael Mussio FBB Capital Partners Bethesda CFP, CFA Percentage of assets, Hourly
Michael Perhac Trumbower Financial Advisors Bethesda CFP Percentage of assets, Hourly
Michael Roeder Curio Wealth Highland CFP Percentage of assets, Hourly

Firms headquartered in Maryland (195)

All 195 firms in Maryland