Fee-only financial advisors in Bethesda, Maryland
Which fee-only financial advisor should I talk to in Bethesda?
Start with a fee-only advisor in Bethesda whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Stein Olavsrud of FBB Capital Partners, Frank Byskov of Forty4 Financial and Stephanie Anderson of Councilor, 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.
- Stein Olavsrud FBB Capital Partners Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Frank Byskov Forty4 Financial Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Stephanie Anderson Councilor Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Ben Brown Entelechy Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Christopher Warner Warner Financial Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Steven Jefferys Arch Financial Advisors, LLC Holds the CFP and CFA. Fees on file: hourly, fixed fees.
By the numbers
- Advisors listed
- 102
- Firms
- 31
- Hold the CFP
- 41%
- Other credentials: CFA 27% · CPA 1% · EA 1%
- How they charge (of 101 with fees on file): percentage of assets 98% · fixed fees 73% · hourly 64% · performance-based fees 2%
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 Bethesda by what you need
Find an advisor in Maryland by fee, assets, or credential
Questions about fee-only advisors in Bethesda
How many fee-only advisors in Bethesda are there?
The Wellspent public graph lists 102 fee-only advisors in Bethesda, at 31 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Bethesda focus on?
The most common focus among fee-only advisors in Bethesda is family wealth transfer (23), followed by tax planning (16) and estate planning (15). Advisors can list more than one.
How do fee-only advisors in Bethesda charge?
The most common fee among fee-only advisors in Bethesda is a percentage of assets, used by 98% of the 101 with fees on file. Many use more than one: 73% charge fixed fees and 64% charge by the hour.
How much do fee-only financial advisors charge in Maryland?
Fee-only financial advisors in Maryland charge a median of $3,800 a year for ongoing planning. We found this across the published prices of 18 Maryland firms.
How many fee-only advisors in Bethesda hold the CFP?
41% of the 102 fee-only advisors in Bethesda 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 Bethesda?
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 102 advisors in Bethesda
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Ben Brown | Entelechy | Bethesda | CFP, EA | Percentage of assets, Hourly |
| Elizabeth Remick | Ithaka Financial Planning | Bethesda | CFP, MBA | Percentage of assets |
| Steven Jefferys | Arch Financial Advisors, LLC | Bethesda | CFA, CFP, MBA | Hourly, Fixed fees |
| Stein Olavsrud | FBB Capital Partners | Bethesda | AAMS, CFP, CMFC, CFA | Percentage of assets, Hourly |
| Mario Zumbo | Preserve Private Wealth | Bethesda | CFP | Percentage of assets, Fixed fees |
| Vincent Barrett | Acorn Financial Services | Bethesda | CFP | Percentage of assets, Hourly |
| Abbie Frishman | Councilor | Bethesda | CFP | Percentage of assets, Hourly |
| Drew Culver | Councilor | Bethesda | CFP | Percentage of assets, Hourly |
| Jane Rowny | Councilor | Bethesda | CFP | Percentage of assets, Hourly |
| Judith Barnhard | Councilor | Bethesda | CFP | Percentage of assets, Hourly |
| Reema Patel | Councilor | Bethesda | CFP | Percentage of assets, Hourly |
| Stephanie Anderson | Councilor | Bethesda | CFP, CFA | Percentage of assets, Hourly |
| Aaron Wall | Fidelis Capital | Bethesda | CFA | Percentage of assets, Fixed fees |
| Gregory Estes | Councilor | Bethesda | CFA | Percentage of assets, Hourly |
| Sean McElhaney | Family Office Research | Bethesda | CFP | Percentage of assets, Hourly |
| Frank Byskov | Forty4 Financial | Bethesda | CFP, CFA | Percentage of assets, Hourly |
| Jamie Bigsby | Glassy Mountain Advisors | Bethesda | CFP | Percentage of assets |
| Jiaxuan Zhuang | MZ Capital | Bethesda | Not listed | Percentage of assets, Hourly |
| Benjamin Hilyard | Fidelis Capital | Bethesda | Not listed | Percentage of assets, Fixed fees |
| Christopher Tate | Fidelis Capital | Bethesda | Not listed | Percentage of assets, Fixed fees |
| David Seamans | Sargent Investment Group | Bethesda | CFP | Percentage of assets |
| Karly Holland | Divergent Planning | Bethesda | CFP | Not listed |
| Zachary Hubbard | Sargent Investment Group | Bethesda | CFP | Percentage of assets |
| Andrew Schenker | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Brian Curtin | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Brian Hawthorne-Codato | Glassy Mountain Advisors | Bethesda | CFA | Percentage of assets |
| Brian Luts | LGG Financial | Bethesda | Not listed | Percentage of assets |
| Craig Lukin | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| David Greenleigh | LGG Financial | Bethesda | Not listed | Percentage of assets |
| Derek Stone | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Kenneth Long | Heritage Investors Management | Bethesda | CFA, CIC | Percentage of assets, Hourly |
| Michael Cornfeld | Heritage Investors Management | Bethesda | CFA, CIC | Percentage of assets, Hourly |
| Michael McIntyre | Glassy Mountain Advisors | Bethesda | CFA | Percentage of assets |
| Scott Wilson | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Taylor Fucci | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Morgan Freund | Family Office Research | Bethesda | Not listed | Percentage of assets, Hourly |
| Scott Freund | Family Office Research | Bethesda | Not listed | Percentage of assets, Hourly |
| Timothy Pang | Sargent Investment Group | Bethesda | CFA | Percentage of assets |
| Daniel Ryan | Alikos Wealth Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Laura McAree | Heritage Investors Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Peter Ryan | Alikos Wealth Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Brian McGregor | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Christopher Rhyne | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Christopher Sargent | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Edward Lamade | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Laura Hodgson | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Matthew Elmore | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Ricardo Rosenberg | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Samuel Beach | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
| Sara Mongno | Sargent Investment Group | Bethesda | Not listed | Percentage of assets |
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