Fee-only financial advisors in Baltimore, Maryland
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Lindsey Young Quiet Wealth LLC Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Ben Waller WBH Advisory Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Joseph Colman Colman Knight Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Michael Delaney II Northbrook Financial Holds the CFP. Fees on file: percentage of assets.
- Kerrie Carden Equip Advisory Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- John O'Callaghan Impact Financial Life Planning LLC Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
By the numbers
- Advisors listed
- 60
- Firms
- 26
- Hold the CFP
- 43%
- Other credentials: CFA 17% · EA 2% · ChFC 5%
- How they charge (of 59 with fees on file): percentage of assets 95% · fixed fees 56% · hourly 54% · ongoing planning fee 14%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Baltimore by what you need
Find an advisor in Maryland by fee, assets, or credential
Questions about fee-only advisors in Baltimore
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.
All 60 advisors in Baltimore
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| John O'Callaghan | Impact Financial Life Planning LLC | Baltimore | CFP | Flat fee or retainer, Ongoing planning fee |
| Lindsey Young | Quiet Wealth LLC | Baltimore | CFP, MBA, TPCP, EA | Flat fee or retainer, Ongoing planning fee |
| Michael Delaney II | Northbrook Financial | Baltimore | CFP, ChFC | Percentage of assets |
| Mike Delaney | Northbrook Financial Planning LLC | Baltimore | CFP, ChFC | Percentage of assets |
| Kerrie Carden | Equip Advisory | Baltimore | CFP | Percentage of assets, Ongoing planning fee |
| Joseph Colman | Colman Knight | Baltimore | CFP | Flat fee or retainer, Ongoing planning fee |
| Nancy Bryant | Bryant Financial Advisory | Baltimore | CFP | Percentage of assets, Ongoing planning fee |
| Elizabeth Brennen | A.G. Campbell Advisory | Baltimore | CFP | Percentage of assets, Hourly |
| Alan Myers | Aerie Capital Management | Baltimore | CFA | Percentage of assets, Hourly |
| Anne Claire Nornhold | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
| Jeffrey Venables | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
| Justin Garritt | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
| Ben Waller | WBH Advisory | Baltimore | CFA, CFP | Percentage of assets, Hourly |
| Gabriel Trasatti | Trasatti Wealth Planning | Baltimore | PFS | Percentage of assets, Hourly |
| Gary Mitchell | Sage Financial Group | Baltimore | Not listed | Percentage of assets, Fixed fees |
| Marianne Mattran | Foundry Wealth Advisors | Baltimore | CFP | Percentage of assets, Hourly |
| Tom Arasz | Bmore Financially Fit | Baltimore | CFP, MBA | Not listed |
| Alexander Campbell | A.G. Campbell Advisory | Baltimore | Not listed | Percentage of assets, Hourly |
| Alexander Campbell | A.G. Campbell Advisory | Baltimore | Not listed | Percentage of assets, Hourly |
| Mark Scott | A.G. Campbell Advisory | Baltimore | Not listed | Percentage of assets, Hourly |
| David Bonnichsen | Phoenix Financial Engineering | Baltimore | Not listed | Percentage of assets, Hourly |
| Donald Mattran | Foundry Wealth Advisors | Baltimore | Not listed | Percentage of assets, Hourly |
| Kyle Fishler | Foundry Wealth Advisors | Baltimore | Not listed | Percentage of assets, Hourly |
| Alexandra Stewart | Buttonwood Financial Advisors | Baltimore | CFP | Percentage of assets, Fixed fees |
| Carrie Beren | WBH Advisory | Baltimore | CFP | Percentage of assets, Hourly |
| Christina Walters | D.F. Dent and Company | Baltimore | CFP | Percentage of assets |
| Elliot Pepper | Northbrook Financial | Baltimore | CFP | Percentage of assets, Fixed fees |
| Jack Ramey | WBH Advisory | Baltimore | CFP | Percentage of assets, Hourly |
| Jackson Courtney | Financial Consulate | Baltimore | CFP | Percentage of assets, Hourly |
| Jeffrey Fountain | Passive Capital Management | Baltimore | CFP | Percentage of assets |
| Joel Hosner | WBH Advisory | Baltimore | CFP | Percentage of assets, Hourly |
| Joshua Mason | WBH Advisory | Baltimore | CFP | Percentage of assets, Hourly |
| Mary Thompson | Buttonwood Financial Advisors | Baltimore | CFP | Percentage of assets, Fixed fees |
| Michael Delaney | Northbrook Financial | Baltimore | CFP, ChFC | Percentage of assets, Fixed fees |
| Peter Geier | Financial Consulate | Baltimore | CFP | Percentage of assets, Hourly |
| Steven Gessner | Wealth Planning Group | Baltimore | CFP | Percentage of assets, Hourly |
| Thomas Tavenner | Booster | Baltimore | CFP | Percentage of assets, Fixed fees |
| Todd Paradise | Wealth Planning Group | Baltimore | CFP | 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 |
| Jeffrey Malcom | Buttonwood Financial Advisors | Baltimore | 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 |
| Noelle Savage | D.F. Dent and Company | Baltimore | CFA | Percentage of assets |
| Robert Willen | WBH Advisory | Baltimore | CFA | Percentage of assets, Hourly |
| Thomas O'Neil | D.F. Dent and Company | Baltimore | CFA | Percentage of assets |
| Charles Kenny | WBH Advisory | Baltimore | Not listed | Percentage of assets, Hourly |
| Conor Renn | WBH Advisory | Baltimore | Not listed | Percentage of assets, Hourly |
| Daniel Strine | Passive Capital Management | Baltimore | Not listed | Percentage of assets |
| Gregory Fridley | Society Investment Management | Baltimore | Not listed | Percentage of assets |
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