Fee-only financial advisors in Rockville, Maryland
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Clark Kendall Kendall Capital Management Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- Alex Seleznev Capital Squared Financial Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Jordan Daugherty FSA Wealth Partners Holds the CFA. Fees on file: percentage of assets, hourly.
- Patrick McNamara Glassman Wealth Holds the CFP. Fees on file: percentage of assets, fixed fees.
- William Powell Ferguson-Johnson Wealth Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Claire Dwyer Schaeffer Financial Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 50
- Firms
- 19
- Hold the CFP
- 48%
- Other credentials: CFA 14%
- How they charge (of 50 with fees on file): percentage of assets 100% · hourly 78% · fixed fees 78% · ongoing planning fee 8%
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 Rockville by what you need
Find an advisor in Maryland by fee, assets, or credential
Questions about fee-only advisors in Rockville
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.
All 50 advisors in Rockville
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jon Powell | Ferguson-Johnson Wealth Management | Rockville | CFP | Percentage of assets, Hourly |
| Clark Kendall | Kendall Capital Management | Rockville | AEP, CFA, CFP | Percentage of assets, Ongoing planning fee |
| Lisa Crivella | Ivy League Financial Advisors LLC | Rockville | CFP, AIF, BA, BS | Percentage of assets, Hourly |
| Christopher Rhim | Green View Advisors, LLC | ROCKVILLE | CDFA, CFP | Percentage of assets, Hourly |
| Patrick McNamara | Glassman Wealth | Rockville | CFP | Percentage of assets, Fixed fees |
| Jamie Lapin | RMG Advisors | Rockville | CFP | Percentage of assets, Hourly |
| Aaron Weston | FSA Wealth Partners | Rockville | CFP | Percentage of assets, Hourly |
| David Petersen | FSA Wealth Partners | Rockville | CFP | Percentage of assets, Hourly |
| James Joseph | FSA Wealth Partners | Rockville | CFP | Percentage of assets, Hourly |
| Kimberly Basenback | FSA Wealth Partners | Rockville | CFP | Percentage of assets, Hourly |
| Alex Seleznev | Capital Squared Financial | Rockville | CFA, CFP, MBA | Percentage of assets, Fixed fees |
| Gary Aiken | Caveness Wealth Advisory | Rockville | Not listed | Percentage of assets, Hourly |
| Jordan Daugherty | FSA Wealth Partners | Rockville | CFA | Percentage of assets, Hourly |
| Ronald Rough | FSA Wealth Partners | Rockville | CFA | Percentage of assets, Hourly |
| Tarun Mehta | Onyx Bridge Wealth Group | Rockville | Not listed | Percentage of assets, Hourly |
| Thiago Glieger | RMG Advisors | Rockville | Not listed | Percentage of assets, Hourly |
| Christopher Jones | FSA Wealth Partners | Rockville | Not listed | Percentage of assets, Hourly |
| Mary Ann Drucker | FSA Wealth Partners | Rockville | Not listed | Percentage of assets, Hourly |
| Daniel Cohen | Impact Capital | Rockville | Not listed | Percentage of assets, Ongoing planning fee |
| Dawn Page | Impact Capital | Rockville | Not listed | Percentage of assets, Ongoing planning fee |
| William Bancroft | Impact Capital | Rockville | Not listed | Percentage of assets, Ongoing planning fee |
| Adam Platt | Kendall Capital Management | Rockville | CFP | Percentage of assets, Fixed fees |
| Brandon Keehr | Schaeffer Financial | Rockville | CFP | Percentage of assets, Hourly |
| Carol Petrov | Kendall Capital Management | Rockville | CFP | Percentage of assets, Fixed fees |
| Christopher Brown | Ivy League Financial Advisors | Rockville | CFP | Percentage of assets, Hourly |
| Claire Dwyer | Schaeffer Financial | Rockville | CFP | Percentage of assets, Hourly |
| James Walker | Kendall Capital Management | Rockville | CFP | Percentage of assets, Fixed fees |
| John Peterson | CWM Financial Group | Rockville | CFP | Percentage of assets, Hourly |
| Kaitlin Yardley | Schaeffer Financial | Rockville | CFP | Percentage of assets, Hourly |
| Karen Schaeffer | Schaeffer Financial | Rockville | CFP | Percentage of assets, Hourly |
| Katarzyna Kusmierz | Millennium Financial Services | Rockville | CFP | Percentage of assets, Hourly |
| Matthew Sanchez | Ivy League Financial Advisors | Rockville | CFP | Percentage of assets, Hourly |
| William Lascelle | Millennium Financial Services | Rockville | CFP | Percentage of assets, Hourly |
| William Powell | Ferguson-Johnson Wealth Management | Rockville | CFP | Percentage of assets, Hourly |
| Asitha De Silva | Capital Squared Financial | Rockville | CFA | Percentage of assets, Fixed fees |
| Jason Tkach | Kendall Capital Management | Rockville | CFA | Percentage of assets, Fixed fees |
| Yongxiang Li | Quantum Financial Advisors | Rockville | CFA | Percentage of assets, Hourly |
| Andrew Martin | Quantum Financial Advisors | Rockville | Not listed | Percentage of assets, Hourly |
| Andrew Meringoff | Meringoff Wealth Management Group | Rockville | Not listed | Percentage of assets, Performance-based fees |
| Bradley Loper | Douglasbradley | Rockville | Not listed | Percentage of assets, Hourly |
| Brian Mattox | Kendall Capital Management | Rockville | Not listed | Percentage of assets, Fixed fees |
| Derek Johnson | Ferguson-Johnson Wealth Management | Rockville | Not listed | Percentage of assets, Hourly |
| Emmanuel Ike | Quantum Financial Advisors | Rockville | Not listed | Percentage of assets, Hourly |
| Howard Lodge | Quantum Financial Advisors | Rockville | Not listed | Percentage of assets, Hourly |
| Joseph Rinaldi, III | Quantum Financial Advisors | Rockville | Not listed | Percentage of assets, Hourly |
| Joseph Schmelzle | Quantum Financial Advisors | Rockville | Not listed | Percentage of assets, Hourly |
| Mark Tiralosi | Quantum Financial Advisors | Rockville | Not listed | Percentage of assets, Hourly |
| Michael Huber | Quantum Financial Advisors | Rockville | Not listed | Percentage of assets, Hourly |
| Yuan He | HY Financial | Rockville | Not listed | Percentage of assets, Hourly |
| Zemin Zhu | Kendall Capital Management | Rockville | Not listed | Percentage of assets, Fixed fees |
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