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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
Derek Elphick Castfirm Advisors Kensington CFA Percentage of assets, Fixed fees
Graeme Woods G.S. Woods Wealth Management Forest Hilll ChFC Hourly, Fixed fees
James Mersereau Carderock Capital Management Chevy Chase CFA Percentage of assets, Hourly
Jason Tkach Kendall Capital Management Rockville CFA Percentage of assets, Fixed fees
Jeanne Goedecke Carderock Capital Management Chevy Chase CFA Percentage of assets, Hourly
Jeffrey Malcom Buttonwood Financial Advisors Baltimore CFA Percentage of assets, Fixed fees
John Petrofsky FBB Capital Partners Bethesda CFA Percentage of assets, Hourly
Jordan Fisher Black Diamond Financial Lutherville CFA Percentage of assets, Hourly
Jose Sobrado MG Capital Partners Chevy Chase CFA Percentage of assets, Fixed fees
Marc Hertzberg WBH Advisory Baltimore CFA Percentage of assets, Hourly
Matthew Dent D.F. Dent and Company Baltimore CFA Percentage of assets
Matthew Smiler Baltimore-Washington Financial Advisors Columbia ChFC Percentage of assets
Mel Casey FBB Capital Partners Bethesda CFA Percentage of assets, Hourly
Noelle Savage D.F. Dent and Company Baltimore CFA Percentage of assets
Paul Meehan Edgemoor Investment Advisors Bethesda CFA Percentage of assets
Paul Svendsen Black Diamond Financial Lutherville PFS Percentage of assets, Hourly
Robert Willen WBH Advisory Baltimore CFA Percentage of assets, Hourly
Samuel Brownell Stratus Capital Management Kensington CFA Percentage of assets, Fixed fees
Stephen Knapp Carderock Capital Management Chevy Chase CFA Percentage of assets, Hourly
Steven Larosa Edgemoor Investment Advisors Bethesda CFA Percentage of assets
Thomas O'Neil D.F. Dent and Company Baltimore CFA Percentage of assets
Thomas Taylor Chesapeake Financial Advisors Towson PFS Percentage of assets, Hourly
Yongxiang Li Quantum Financial Advisors Rockville CFA Percentage of assets, Hourly
Alexander Gersh Cornerstone Advisory Hunt Valley Not listed Percentage of assets, Hourly
Alishia Creekmore Lifetime Financial Takoma Park Not listed Percentage of assets, Hourly
Anabel Quintero MV Capital Management Bethesda Not listed Percentage of assets, Hourly
Andrew Martin Quantum Financial Advisors Rockville Not listed Percentage of assets, Hourly
Andrew Meringoff Meringoff Wealth Management Group Rockville Not listed Percentage of assets, Performance-based fees
Anthony Wilson Black Diamond Financial Lutherville Not listed Percentage of assets, Hourly
Arian Vojdani MV Capital Management Bethesda Not listed Percentage of assets, Hourly
Bradley Loper Douglasbradley Rockville Not listed Percentage of assets, Hourly
Brian Mattox Kendall Capital Management Rockville Not listed Percentage of assets, Fixed fees
Brian Salcetti Sandbox Financial Partners Bethesda Not listed Percentage of assets, Hourly
Candace Clipper The Kelly Group Bel Air Not listed Percentage of assets, Hourly
Chahat Kumari Black Diamond Financial Lutherville Not listed Percentage of assets, Hourly
Charles Kenny WBH Advisory Baltimore Not listed Percentage of assets, Hourly
Charles Marks Marks Wealth Management Ellicott City Not listed Percentage of assets
Chase Llewellyn Black Diamond Financial Lutherville Not listed Percentage of assets, Hourly
Clint Clifford Prasad Wealth Partners Timonium Not listed Percentage of assets, Fixed fees
Conor Renn WBH Advisory Baltimore Not listed Percentage of assets, Hourly
Courtney Vojdani MV Capital Management Bethesda Not listed Percentage of assets, Hourly
Craig Pohl Chesapeake Financial Advisors Towson Not listed Percentage of assets, Hourly
Daniel Cohen Macroview Investment Management Bethesda Not listed Percentage of assets, Hourly
Daniel Strine Passive Capital Management Baltimore Not listed Percentage of assets
De Huang The J.O. Johnson Group Sykesville Not listed Percentage of assets
Denislav Dantev MG Capital Partners Chevy Chase Not listed Percentage of assets, Fixed fees
Derek Holdredge Black Diamond Financial Lutherville Not listed Percentage of assets, Hourly
Derek Johnson Ferguson-Johnson Wealth Management Rockville Not listed Percentage of assets, Hourly
Donald Huber Cornerstone Advisory Hunt Valley Not listed Percentage of assets, Hourly
Douglas Robinson Douglasbradley Bel Air Not listed Percentage of assets, Hourly

Firms headquartered in Maryland (195)

All 195 firms in Maryland