# Fee-only financial advisors in Baltimore, Maryland

> Start with a fee-only advisor in Baltimore whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Lindsey Young of Quiet Wealth LLC, Ben Waller of WBH Advisory and Joseph Colman of Colman Knight, chosen for their credentials and fees on file.

Page: https://find.wellspent.co/locations/us/maryland/baltimore/
60 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## Which fee-only financial advisor should I talk to in Baltimore?

Start with a fee-only advisor in Baltimore whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Lindsey Young of Quiet Wealth LLC, Ben Waller of WBH Advisory and Joseph Colman of Colman Knight, chosen for their credentials and fees on file.

## How many fee-only advisors in Baltimore are there?

The Wellspent public graph lists 60 fee-only advisors in Baltimore, at 26 firms. We counted every advisor record that fits, as of October 2026.

## What do fee-only advisors in Baltimore focus on?

The most common focus among fee-only advisors in Baltimore is retirement planning (8), followed by estate planning (8) and tax planning (6). Advisors can list more than one.

## How do fee-only advisors in Baltimore charge?

The most common fee among fee-only advisors in Baltimore is a percentage of assets, used by 95% of the 59 with fees on file. Many use more than one: 56% charge fixed fees and 54% charge by the hour.

## How much do fee-only financial advisors charge in Baltimore?

Fee-only financial advisors in Baltimore charge a median of $4,800 a year for ongoing planning. We found this across the published prices of 5 Baltimore firms.

## How many fee-only advisors in Baltimore hold the CFP?

43% of the 60 fee-only advisors in Baltimore hold the CFP certification, based on the credentials listed on each record.

## Does Maryland tax income on top of federal tax?

Yes. Maryland has a state income tax, so a financial plan for a Maryland resident should project it alongside federal tax.

## Is there a local income tax in Maryland?

Yes. In Maryland, every county and Baltimore City add a local income tax.

## How current is this list of fee-only advisors in Baltimore?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [John O'Callaghan](https://find.wellspent.co/advisors/john-ocallaghan.md) | Impact Financial Life Planning LLC | Baltimore, Maryland | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Lindsey Young](https://find.wellspent.co/advisors/lindsey-young.md) | Quiet Wealth LLC | Baltimore, Maryland | CFP, MBA, TPCP, EA | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Michael Delaney II](https://find.wellspent.co/advisors/michael-delaney-ii.md) | Northbrook Financial | Baltimore, Maryland | CFP, ChFC | Percentage of assets |
| [Mike Delaney](https://find.wellspent.co/advisors/mike-delaney.md) | Northbrook Financial Planning LLC | Baltimore, Maryland | CFP, ChFC | Percentage of assets |
| [Kerrie Carden](https://find.wellspent.co/advisors/kerrie-carden.md) | Equip Advisory | Baltimore, Maryland | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly |
| [Joseph Colman](https://find.wellspent.co/advisors/joseph-colman.md) | Colman Knight | Baltimore, Maryland | CFP | Flat fee or retainer, Ongoing planning fee |
| [Nancy Bryant](https://find.wellspent.co/advisors/nancy-bryant.md) | Bryant Financial Advisory | Baltimore, Maryland | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Elizabeth Brennen](https://find.wellspent.co/advisors/elizabeth-brennen.md) | A.G. Campbell Advisory | Baltimore, Maryland | CFP | Percentage of assets, Hourly |
| [Alan Myers](https://find.wellspent.co/advisors/alan-myers.md) | Aerie Capital Management | Baltimore, Maryland | CFA | Percentage of assets, Hourly |
| [Anne Claire Nornhold](https://find.wellspent.co/advisors/anne-claire-nornhold.md) | Garritt Financial Solutions | Baltimore, Maryland |   | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Jeffrey Venables](https://find.wellspent.co/advisors/jeffrey-venables.md) | Garritt Financial Solutions | Baltimore, Maryland |   | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Justin Garritt](https://find.wellspent.co/advisors/justin-garritt.md) | Garritt Financial Solutions | Baltimore, Maryland |   | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Ben Waller](https://find.wellspent.co/advisors/ben-waller.md) | WBH Advisory | Baltimore, Maryland | CFA, CFP | Percentage of assets, Hourly, Fixed fees |
| [Gabriel Trasatti](https://find.wellspent.co/advisors/gabriel-trasatti.md) | Trasatti Wealth Planning | Baltimore, Maryland | PFS | Percentage of assets, Hourly, Fixed fees |
| [Gary Mitchell](https://find.wellspent.co/advisors/gary-mitchell.md) | Sage Financial Group | Baltimore, Maryland |   | Percentage of assets, Fixed fees, Performance-based fees |
| [Marianne Mattran](https://find.wellspent.co/advisors/marianne-mattran.md) | Foundry Wealth Advisors | Baltimore, Maryland | CFP | Percentage of assets, Hourly, Fixed fees |
| [Tom Arasz](https://find.wellspent.co/advisors/tom-arasz.md) | Bmore Financially Fit | Baltimore, Maryland | CFP, MBA |   |
| [Alexander Campbell](https://find.wellspent.co/advisors/alexander-campbell.md) | A.G. Campbell Advisory | Baltimore, Maryland |   | Percentage of assets, Hourly |
| [Alexander Campbell](https://find.wellspent.co/advisors/alexander-campbell-7148168.md) | A.G. Campbell Advisory | Baltimore, Maryland |   | Percentage of assets, Hourly |
| [Mark Scott](https://find.wellspent.co/advisors/mark-scott.md) | A.G. Campbell Advisory | Baltimore, Maryland |   | Percentage of assets, Hourly |
| [David Bonnichsen](https://find.wellspent.co/advisors/david-bonnichsen.md) | Phoenix Financial Engineering | Baltimore, Maryland |   | Percentage of assets, Hourly, Fixed fees |
| [Donald Mattran](https://find.wellspent.co/advisors/donald-mattran.md) | Foundry Wealth Advisors | Baltimore, Maryland |   | Percentage of assets, Hourly, Fixed fees |
| [Kyle Fishler](https://find.wellspent.co/advisors/kyle-fishler.md) | Foundry Wealth Advisors | Baltimore, Maryland |   | Percentage of assets, Hourly, Fixed fees |
| [Alexandra Stewart](https://find.wellspent.co/advisors/alexandra-stewart.md) | Buttonwood Financial Advisors | Baltimore, Maryland | CFP | Percentage of assets, Fixed fees |
| [Carrie Beren](https://find.wellspent.co/advisors/carrie-beren.md) | WBH Advisory | Baltimore, Maryland | CFP | Percentage of assets, Hourly, Fixed fees |
| [Christina Walters](https://find.wellspent.co/advisors/christina-walters.md) | D.F. Dent and Company | Baltimore, Maryland | CFP | Percentage of assets |
| [Elliot Pepper](https://find.wellspent.co/advisors/elliot-pepper.md) | Northbrook Financial | Baltimore, Maryland | CFP | Percentage of assets, Fixed fees |
| [Jack Ramey](https://find.wellspent.co/advisors/jack-ramey.md) | WBH Advisory | Baltimore, Maryland | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jackson Courtney](https://find.wellspent.co/advisors/jackson-courtney.md) | Financial Consulate | Baltimore, Maryland | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jeffrey Fountain](https://find.wellspent.co/advisors/jeffrey-fountain.md) | Passive Capital Management | Baltimore, Maryland | CFP | Percentage of assets |
| [Joel Hosner](https://find.wellspent.co/advisors/joel-hosner.md) | WBH Advisory | Baltimore, Maryland | CFP | Percentage of assets, Hourly, Fixed fees |
| [Joshua Mason](https://find.wellspent.co/advisors/joshua-mason.md) | WBH Advisory | Baltimore, Maryland | CFP | Percentage of assets, Hourly, Fixed fees |
| [Mary Thompson](https://find.wellspent.co/advisors/mary-thompson.md) | Buttonwood Financial Advisors | Baltimore, Maryland | CFP | Percentage of assets, Fixed fees |
| [Michael Delaney](https://find.wellspent.co/advisors/michael-delaney.md) | Northbrook Financial | Baltimore, Maryland | CFP, ChFC | Percentage of assets, Fixed fees |
| [Peter Geier](https://find.wellspent.co/advisors/peter-geier.md) | Financial Consulate | Baltimore, Maryland | CFP | Percentage of assets, Hourly, Fixed fees |
| [Steven Gessner](https://find.wellspent.co/advisors/steven-gessner.md) | Wealth Planning Group | Baltimore, Maryland | CFP | Percentage of assets, Hourly, Fixed fees |
| [Thomas Tavenner](https://find.wellspent.co/advisors/thomas-tavenner.md) | Booster | Baltimore, Maryland | CFP | Percentage of assets, Fixed fees |
| [Todd Paradise](https://find.wellspent.co/advisors/todd-paradise.md) | Wealth Planning Group | Baltimore, Maryland | CFP | Percentage of assets, Hourly, Fixed fees |
| [Damian Gallina](https://find.wellspent.co/advisors/damian-gallina.md) | Buttonwood Financial Advisors | Baltimore, Maryland | CFA | Percentage of assets, Fixed fees |
| [Daniel Dent](https://find.wellspent.co/advisors/daniel-dent.md) | D.F. Dent and Company | Baltimore, Maryland | CFA | Percentage of assets |
| [Jeffrey Malcom](https://find.wellspent.co/advisors/jeffrey-malcom.md) | Buttonwood Financial Advisors | Baltimore, Maryland | CFA | Percentage of assets, Fixed fees |
| [Marc Hertzberg](https://find.wellspent.co/advisors/marc-hertzberg.md) | WBH Advisory | Baltimore, Maryland | CFA | Percentage of assets, Hourly, Fixed fees |
| [Matthew Dent](https://find.wellspent.co/advisors/matthew-dent.md) | D.F. Dent and Company | Baltimore, Maryland | CFA | Percentage of assets |
| [Noelle Savage](https://find.wellspent.co/advisors/noelle-savage.md) | D.F. Dent and Company | Baltimore, Maryland | CFA | Percentage of assets |
| [Robert Willen](https://find.wellspent.co/advisors/robert-willen.md) | WBH Advisory | Baltimore, Maryland | CFA | Percentage of assets, Hourly, Fixed fees |
| [Thomas O'Neil](https://find.wellspent.co/advisors/thomas-o-neil.md) | D.F. Dent and Company | Baltimore, Maryland | CFA | Percentage of assets |
| [Charles Kenny](https://find.wellspent.co/advisors/charles-kenny.md) | WBH Advisory | Baltimore, Maryland |   | Percentage of assets, Hourly, Fixed fees |
| [Conor Renn](https://find.wellspent.co/advisors/conor-renn.md) | WBH Advisory | Baltimore, Maryland |   | Percentage of assets, Hourly, Fixed fees |
| [Daniel Strine](https://find.wellspent.co/advisors/daniel-strine.md) | Passive Capital Management | Baltimore, Maryland |   | Percentage of assets |
| [Gregory Fridley](https://find.wellspent.co/advisors/gregory-fridley.md) | Society Investment Management | Baltimore, Maryland |   | Percentage of assets |
| [Isaiah Byrd-Braxton](https://find.wellspent.co/advisors/isaiah-byrd-braxton.md) | Passive Capital Management | Baltimore, Maryland |   | Percentage of assets |
| [James Rossman](https://find.wellspent.co/advisors/james-rossman.md) | Buttonwood Financial Advisors | Baltimore, Maryland |   | Percentage of assets, Fixed fees |
| [John Ciccarone](https://find.wellspent.co/advisors/john-ciccarone.md) | WBH Advisory | Baltimore, Maryland |   | Percentage of assets, Hourly, Fixed fees |
| [Linda McCleary](https://find.wellspent.co/advisors/linda-mccleary.md) | D.F. Dent and Company | Baltimore, Maryland |   | Percentage of assets |
| [Michael Morrill](https://find.wellspent.co/advisors/michael-morrill.md) | D.F. Dent and Company | Baltimore, Maryland |   | Percentage of assets |
| [Natalie Sherman](https://find.wellspent.co/advisors/natalie-sherman.md) | &wealth Partners | Baltimore, Maryland |   | Percentage of assets, Hourly, Fixed fees |
| [Nathaniel Whitman](https://find.wellspent.co/advisors/nathaniel-whitman.md) | The NLW Capital Group | Baltimore, Maryland |   | Percentage of assets, Hourly, Fixed fees |
| [Nicholas Rumke](https://find.wellspent.co/advisors/nicholas-rumke.md) | Wealth Planning Group | Baltimore, Maryland |   | Percentage of assets, Hourly, Fixed fees |
| [Patrick Bollinger](https://find.wellspent.co/advisors/patrick-bollinger.md) | Wealth Planning Group | Baltimore, Maryland |   | Percentage of assets, Hourly, Fixed fees |
| [Walid Petiri](https://find.wellspent.co/advisors/walid-petiri.md) | Financial Management Strategies | Baltimore, Maryland |   | Percentage of assets, Hourly, Fixed fees |

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).
