# Fee-only financial advisors in Rockville, Maryland > Start with a fee-only advisor in Rockville whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Clark Kendall of Kendall Capital Management, Alex Seleznev of Capital Squared Financial and Jordan Daugherty of FSA Wealth Partners, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/maryland/rockville/ 50 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 Rockville? Start with a fee-only advisor in Rockville whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Clark Kendall of Kendall Capital Management, Alex Seleznev of Capital Squared Financial and Jordan Daugherty of FSA Wealth Partners, chosen for their credentials and fees on file. ## How many fee-only advisors in Rockville are there? The Wellspent public graph lists 50 fee-only advisors in Rockville, at 19 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Rockville focus on? The most common focus among fee-only advisors in Rockville is retirement planning (13), followed by retirees (13) and estate planning (5). Advisors can list more than one. ## How do fee-only advisors in Rockville charge? All 50 fee-only advisors in Rockville with fees on file charge a percentage of assets. Many use more than one: 78% charge by the hour and 78% charge fixed fees. ## 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 Rockville hold the CFP? 48% of the 50 fee-only advisors in Rockville 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 Rockville? 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 | |---|---|---|---|---| | [Jon Powell](https://find.wellspent.co/advisors/jon-powell.md) | Ferguson-Johnson Wealth Management | Rockville, Maryland | CFP | Percentage of assets, Hourly | | [Clark Kendall](https://find.wellspent.co/advisors/clark-kendall.md) | Kendall Capital Management | Rockville, Maryland | AEP, CFA, CFP | Percentage of assets, Ongoing planning fee | | [Lisa Crivella](https://find.wellspent.co/advisors/lisa-crivella.md) | Ivy League Financial Advisors LLC | Rockville, Maryland | CFP, AIF, BA, BS, MBA | Percentage of assets, Hourly, Fixed fees | | [Christopher Rhim](https://find.wellspent.co/advisors/christopher-rhim.md) | Green View Advisors, LLC | ROCKVILLE, Maryland | CDFA, CFP | Percentage of assets, Hourly, Fixed fees | | [Patrick McNamara](https://find.wellspent.co/advisors/patrick-mcnamara.md) | Glassman Wealth | Rockville, Maryland | CFP | Percentage of assets, Fixed fees | | [Jamie Lapin](https://find.wellspent.co/advisors/jamie-lapin.md) | RMG Advisors | Rockville, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Aaron Weston](https://find.wellspent.co/advisors/aaron-weston.md) | FSA Wealth Partners | Rockville, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [David Petersen](https://find.wellspent.co/advisors/david-petersen.md) | FSA Wealth Partners | Rockville, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [James Joseph](https://find.wellspent.co/advisors/james-joseph.md) | FSA Wealth Partners | Rockville, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Kimberly Basenback](https://find.wellspent.co/advisors/kimberly-basenback.md) | FSA Wealth Partners | Rockville, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Alex Seleznev](https://find.wellspent.co/advisors/alex-seleznev.md) | Capital Squared Financial | Rockville, Maryland | CFA, CFP, MBA | Percentage of assets, Fixed fees | | [Gary Aiken](https://find.wellspent.co/advisors/gary-aiken.md) | Caveness Wealth Advisory | Rockville, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Jordan Daugherty](https://find.wellspent.co/advisors/jordan-daugherty.md) | FSA Wealth Partners | Rockville, Maryland | CFA | Percentage of assets, Hourly, Fixed fees | | [Ronald Rough](https://find.wellspent.co/advisors/ronald-rough.md) | FSA Wealth Partners | Rockville, Maryland | CFA | Percentage of assets, Hourly, Fixed fees | | [Tarun Mehta](https://find.wellspent.co/advisors/tarun-mehta.md) | Onyx Bridge Wealth Group | Rockville, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Thiago Glieger](https://find.wellspent.co/advisors/thiago-glieger.md) | RMG Advisors | Rockville, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Christopher Jones](https://find.wellspent.co/advisors/christopher-jones.md) | FSA Wealth Partners | Rockville, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Mary Ann Drucker](https://find.wellspent.co/advisors/mary-ann-drucker.md) | FSA Wealth Partners | Rockville, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Daniel Cohen](https://find.wellspent.co/advisors/daniel-cohen-6438308.md) | Impact Capital | Rockville, Maryland | | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [Dawn Page](https://find.wellspent.co/advisors/dawn-page.md) | Impact Capital | Rockville, Maryland | | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [William Bancroft](https://find.wellspent.co/advisors/william-bancroft.md) | Impact Capital | Rockville, Maryland | | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [Adam Platt](https://find.wellspent.co/advisors/adam-platt.md) | Kendall Capital Management | Rockville, Maryland | CFP | Percentage of assets, Fixed fees | | [Brandon Keehr](https://find.wellspent.co/advisors/brandon-keehr.md) | Schaeffer Financial | Rockville, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Carol Petrov](https://find.wellspent.co/advisors/carol-petrov.md) | Kendall Capital Management | Rockville, Maryland | CFP | Percentage of assets, Fixed fees | | [Christopher Brown](https://find.wellspent.co/advisors/christopher-brown-2788527.md) | Ivy League Financial Advisors | Rockville, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Claire Dwyer](https://find.wellspent.co/advisors/claire-dwyer.md) | Schaeffer Financial | Rockville, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [James Walker](https://find.wellspent.co/advisors/james-walker.md) | Kendall Capital Management | Rockville, Maryland | CFP | Percentage of assets, Fixed fees | | [John Peterson](https://find.wellspent.co/advisors/john-peterson.md) | CWM Financial Group | Rockville, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Kaitlin Yardley](https://find.wellspent.co/advisors/kaitlin-yardley.md) | Schaeffer Financial | Rockville, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Karen Schaeffer](https://find.wellspent.co/advisors/karen-schaeffer.md) | Schaeffer Financial | Rockville, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Katarzyna Kusmierz](https://find.wellspent.co/advisors/katarzyna-kusmierz.md) | Millennium Financial Services | Rockville, Maryland | CFP | Percentage of assets, Hourly | | [Matthew Sanchez](https://find.wellspent.co/advisors/matthew-sanchez.md) | Ivy League Financial Advisors | Rockville, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [William Lascelle](https://find.wellspent.co/advisors/william-lascelle.md) | Millennium Financial Services | Rockville, Maryland | CFP | Percentage of assets, Hourly | | [William Powell](https://find.wellspent.co/advisors/william-powell.md) | Ferguson-Johnson Wealth Management | Rockville, Maryland | CFP | Percentage of assets, Hourly | | [Asitha De Silva](https://find.wellspent.co/advisors/asitha-de-silva.md) | Capital Squared Financial | Rockville, Maryland | CFA | Percentage of assets, Fixed fees | | [Jason Tkach](https://find.wellspent.co/advisors/jason-tkach.md) | Kendall Capital Management | Rockville, Maryland | CFA | Percentage of assets, Fixed fees | | [Yongxiang Li](https://find.wellspent.co/advisors/yongxiang-li.md) | Quantum Financial Advisors | Rockville, Maryland | CFA | Percentage of assets, Hourly, Fixed fees | | [Andrew Martin](https://find.wellspent.co/advisors/andrew-martin.md) | Quantum Financial Advisors | Rockville, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Andrew Meringoff](https://find.wellspent.co/advisors/andrew-meringoff.md) | Meringoff Wealth Management Group | Rockville, Maryland | | Percentage of assets, Performance-based fees | | [Bradley Loper](https://find.wellspent.co/advisors/bradley-loper.md) | Douglasbradley | Rockville, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Brian Mattox](https://find.wellspent.co/advisors/brian-mattox.md) | Kendall Capital Management | Rockville, Maryland | | Percentage of assets, Fixed fees | | [Derek Johnson](https://find.wellspent.co/advisors/derek-johnson.md) | Ferguson-Johnson Wealth Management | Rockville, Maryland | | Percentage of assets, Hourly | | [Emmanuel Ike](https://find.wellspent.co/advisors/emmanuel-ike.md) | Quantum Financial Advisors | Rockville, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Howard Lodge](https://find.wellspent.co/advisors/howard-lodge.md) | Quantum Financial Advisors | Rockville, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Joseph Rinaldi, III](https://find.wellspent.co/advisors/joseph-rinaldi-iii.md) | Quantum Financial Advisors | Rockville, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Joseph Schmelzle](https://find.wellspent.co/advisors/joseph-schmelzle.md) | Quantum Financial Advisors | Rockville, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Mark Tiralosi](https://find.wellspent.co/advisors/mark-tiralosi.md) | Quantum Financial Advisors | Rockville, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Michael Huber](https://find.wellspent.co/advisors/michael-huber.md) | Quantum Financial Advisors | Rockville, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Yuan He](https://find.wellspent.co/advisors/yuan-he.md) | HY Financial | Rockville, Maryland | | Percentage of assets, Hourly | | [Zemin Zhu](https://find.wellspent.co/advisors/zemin-zhu.md) | Kendall Capital Management | Rockville, Maryland | | Percentage of assets, 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).