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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
Michael Treanor Aegis Wealth Bethesda CFP Percentage of assets, Fixed fees
Michael Zarrelli Foundry Financial Laurel CFP Percentage of assets, Fixed fees
Olivia Maynes Bedel Financial Consulting Hanover CFP Percentage of assets, Fixed fees
Patrick Ryan Cornerstone Advisory Hunt Valley CFP Percentage of assets, Hourly
Patrick Tuma Tuma Financial Marriottsville CFP Percentage of assets
Peter Dixon Waypoint Wealth Management Timonium CFP Percentage of assets, Fixed fees
Peter Geier Financial Consulate Baltimore CFP Percentage of assets, Hourly
Phillip Dyer Dyer Financial Advisory Towson CFP Percentage of assets, Hourly
Raymond Heidel Five Rivers Financial Advisors North East CFP Percentage of assets, Hourly
Raymond Hobson HF Advisory Group Annapolis CFP Percentage of assets, Hourly
Richard Clonch Planvest Financial Gaithersburg CFP Percentage of assets, Hourly
Richard Fletcher The Kelly Group Bel Air CFP Percentage of assets, Hourly
Richard Schoenfeld Intervest Chevy Chase CFP Percentage of assets, Hourly
Robert Speece Trumbower Financial Advisors Bethesda CFP Percentage of assets, Hourly
Roger Bair Financial Consulate Hunt Valley CFP Percentage of assets, Hourly
Ryan Donahue Curio Wealth Annapolis CFP Percentage of assets, Hourly
Samuel Erdman Anchor Wealth Advisors Cockeysville CFP Percentage of assets, Hourly
Sandeep Saini Planvest Financial Gaithersburg CFP Percentage of assets, Hourly
Scott Shively Foundation Wealth & Tax Advisors Annapolis CFP Percentage of assets, Hourly
Sean Flynn Planvest Financial Gaithersburg CFP, CFA Percentage of assets, Hourly
Sergio Abarca Fuente Personal Financial Partners Chevy Chase CFP Percentage of assets, Fixed fees
Stephen Olah Towson Financial Advisors Abingdon CFP, PFS Percentage of assets, Hourly
Steven Gessner Wealth Planning Group Baltimore CFP Percentage of assets, Hourly
Thad Ismart Baltimore-Washington Financial Advisors Columbia CFP Percentage of assets
Thomas Cusick The Kelly Group Bel Air CFP Percentage of assets, Hourly
Thomas Steeley Steeley Advisory Bethesda CFP Percentage of assets, Hourly
Thomas Tavenner Booster Baltimore CFP Percentage of assets, Fixed fees
Thomas Webbert Blue Curve Advisory Towson CFP Percentage of assets, Fixed fees
Timothy Stolz Bestgate Wealth Advisors Frederick CFP Percentage of assets, Fixed fees
Todd Paradise Wealth Planning Group Baltimore CFP Percentage of assets, Hourly
Tyler Cunningham Baltimore-Washington Financial Advisors Columbia CFP Percentage of assets
Tyler Kluge Baltimore-Washington Financial Advisors Columbia CFP Percentage of assets
Tyler Miles Wedmont Private Capital West Friendship CFP Fixed fees
Victoria Trumbower Trumbower Financial Advisors Bethesda CFP Percentage of assets, Hourly
William Gaines Widmann Financial Services Bowie CFP Percentage of assets, Hourly
William Lascelle Millennium Financial Services Rockville CFP Percentage of assets, Hourly
William Powell Ferguson-Johnson Wealth Management Rockville CFP Percentage of assets, Hourly
Youfeng Jiang Beyond Profit and Wealth Consulting Laurel CFP Percentage of assets, Hourly
Zachary Payne Planvest Financial Gaithersburg CFP Percentage of assets, Hourly
Zaneilia Harris Harris and Harris Wealth Management Group Upper Marlboro CFP Percentage of assets, Hourly
Asitha De Silva Capital Squared Financial Rockville CFA Percentage of assets, Fixed fees
Brad Neumann Trumbower Financial Advisors Bethesda CFA Percentage of assets, Hourly
Bryce Sistrunk-Lewis Edgemoor Investment Advisors Bethesda CFA Percentage of assets
Christina Bresnan Trumbower Financial Advisors Bethesda CFA Percentage of assets, Hourly
Damian Gallina Buttonwood Financial Advisors Baltimore CFA Percentage of assets, Fixed fees
Daniel Dent D.F. Dent and Company Baltimore CFA Percentage of assets
Daniel Kane Carderock Capital Management Chevy Chase CFA Percentage of assets, Hourly
Danish Jawaid FBB Capital Partners Bethesda CFA Percentage of assets, Hourly
David Malmgren Parkview Capital Germantown CFA Percentage of assets, Hourly
David Warner Warner Financial Bethesda CFA Percentage of assets, Hourly

Firms headquartered in Maryland (195)

All 195 firms in Maryland