Fee-only financial advisors in Chevy Chase, Maryland
Which fee-only financial advisor should I talk to in Chevy Chase?
Start with a fee-only advisor in Chevy Chase whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Richard Schoenfeld of Intervest, Carolyn Nunez of Ithaka Financial Planning and Sergio Abarca Fuente of Personal Financial Partners, 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.
- Richard Schoenfeld Intervest Holds the CFP. Fees on file: percentage of assets, hourly.
- Carolyn Nunez Ithaka Financial Planning Holds the CFP. Fees on file: percentage of assets, hourly.
- Sergio Abarca Fuente Personal Financial Partners Holds the CFP. Fees on file: percentage of assets, fixed fees.
- James Mersereau Carderock Capital Management Holds the CFA. Fees on file: percentage of assets, hourly.
- Peter Halbrook TritonPoint Wealth Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Jose Sobrado MG Capital Partners Holds the CFA. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 25
- Firms
- 10
- Hold the CFP
- 28%
- Other credentials: CFA 20%
- How they charge (of 25 with fees on file): percentage of assets 100% · fixed fees 92% · hourly 44%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
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Questions about fee-only advisors in Chevy Chase
How many fee-only advisors in Chevy Chase are there?
The Wellspent public graph lists 25 fee-only advisors in Chevy Chase, at 10 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Chevy Chase focus on?
The most common focus among fee-only advisors in Chevy Chase is retirement planning (2), followed by estate planning (2) and tax planning (2). Advisors can list more than one.
How do fee-only advisors in Chevy Chase charge?
All 25 fee-only advisors in Chevy Chase with fees on file charge a percentage of assets. Many use more than one: 92% charge fixed fees and 44% 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 Chevy Chase hold the CFP?
28% of the 25 fee-only advisors in Chevy Chase 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 Chevy Chase?
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 25 advisors in Chevy Chase
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Sergio Abarca | Personal Financial Partners | Chevy Chase | CFP | Percentage of assets, Fixed fees |
| Lisa Schaefer | KFA Private Wealth Group | Chevy Chase | Not listed | Percentage of assets, Hourly |
| Peter Halbrook | TritonPoint Wealth | Chevy Chase | CFP | Percentage of assets, Fixed fees |
| James Merrill | Binnacle Financial Group | Chevy Chase | Not listed | Percentage of assets, Hourly |
| Andrew Schiff | TritonPoint Wealth | Chevy Chase | Not listed | Percentage of assets, Fixed fees |
| Austin Edmunds | TritonPoint Wealth | Chevy Chase | Not listed | Percentage of assets, Fixed fees |
| Howard Rothman | TritonPoint Wealth | Chevy Chase | Not listed | Percentage of assets, Fixed fees |
| Jake Ransom | TritonPoint Wealth | Chevy Chase | Not listed | Percentage of assets, Fixed fees |
| Jake Schoenfeld | TritonPoint Wealth | Chevy Chase | Not listed | Percentage of assets, Fixed fees |
| Jonathan Rosner | TritonPoint Wealth | Chevy Chase | Not listed | Percentage of assets, Fixed fees |
| Pierre De La Croix-Vaubois | TritonPoint Wealth | Chevy Chase | Not listed | Percentage of assets, Fixed fees |
| William Sterling | TritonPoint Wealth | Chevy Chase | Not listed | Percentage of assets, Fixed fees |
| Carolyn Nunez | Ithaka Financial Planning | Chevy Chase | CFP | Percentage of assets, Hourly |
| Jessica Scott | Carderock Capital Management | Chevy Chase | CFP | Percentage of assets, Hourly |
| John Bowles | Intervest | Chevy Chase | CFP | Percentage of assets, Hourly |
| Richard Schoenfeld | Intervest | Chevy Chase | CFP | Percentage of assets, Hourly |
| Sergio Abarca Fuente | Personal Financial Partners | Chevy Chase | CFP | Percentage of assets, Fixed fees |
| Daniel Kane | Carderock Capital Management | Chevy Chase | CFA | Percentage of assets, Hourly |
| James Mersereau | Carderock Capital Management | Chevy Chase | CFA | Percentage of assets, Hourly |
| Jeanne Goedecke | Carderock Capital Management | Chevy Chase | CFA | Percentage of assets, Hourly |
| Jose Sobrado | MG Capital Partners | Chevy Chase | CFA | Percentage of assets, Fixed fees |
| Stephen Knapp | Carderock Capital Management | Chevy Chase | CFA | Percentage of assets, Hourly |
| Denislav Dantev | MG Capital Partners | Chevy Chase | Not listed | Percentage of assets, Fixed fees |
| Edmund Wellington | Wellington Capital Management | Chevy Chase | Not listed | Percentage of assets |
| Scott Faley | Inaltis Capital Management | Chevy Chase | Not listed | Percentage of assets, Hourly |
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