Financial advisors for divorce in Maryland
Which financial advisor should I talk to about divorce in Maryland?
For divorce in Maryland, talk to a fee-only planner who has modeled divorce settlements, ideally before you agree to one. They can show what each option leaves you with after tax and in ten years, which a lawyer usually won't. Records to start with include Christopher Rhim of Green View Advisors, LLC, Philip Weiss of Apprise Wealth Management LLC and James Brennan of 1 North Wealth Services.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Christopher Rhim Green View Advisors, LLC, ROCKVILLE Holds the CDFA and CFP. Fees on file: percentage of assets, hourly.
- Philip Weiss Apprise Wealth Management LLC, Phoenix Holds the CPA. Fees on file: percentage of assets, flat fee or retainer.
- James Brennan 1 North Wealth Services, Annapolis Holds the CFP. Fees on file: hourly, ongoing planning fee.
- Abbie Frishman Councilor, Bethesda Holds the CFP. Fees on file: percentage of assets, hourly.
- Tanya Rapacz The Advisory Group of San Francisco, Ellicott City Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Jamie Lapin RMG Advisors, Rockville Holds the CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Maryland work on divorce?
The Wellspent public graph lists 26 fee-only advisors for divorce in Maryland, at 11 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for divorce in Maryland located?
Of the 26 fee-only advisors for divorce in Maryland, 7 are in Bethesda, followed by 6 in Annapolis and 4 in Rockville.
Plus 5 in other cities.
How do fee-only advisors for divorce in Maryland charge?
The most common fee among fee-only advisors for divorce in Maryland is an hourly rate, used by 81% of the 26 with fees on file. Many use more than one: 77% charge a percentage of assets and 65% 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 much does a one-time financial plan cost in Maryland?
A one-time financial plan from a fee-only firm in Maryland has a median price of $830. We found this across the published prices of 14 Maryland firms.
What credentials should a financial advisor for divorce have?
For divorce, look for the CDFA, CFP and CPA. In Maryland, 42% of the 26 advisors listed hold the CFP.
- CDFA4% in Maryland
- The CDFA is the designation built for divorce finances.
- CFP42% in Maryland
- The CFP covers the plan you'll live on afterward.
- CPA8% in Maryland
- CPAs help with the tax cost of dividing assets.
How do Maryland advisors for divorce compare with the rest of the US?
81% of fee-only advisors for divorce in Maryland charge by the hour, compared with 58% of the 949 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Maryland. Light bars are all US advisors for divorce.
How does Maryland divide property in a divorce?
Maryland divides marital property by equitable distribution, which means what's fair rather than automatically half.
What should I ask a financial advisor about divorce in Maryland?
- How many divorces have you worked on, and at what stage do you get involved?
- Will you compare settlement options after tax?
- How do you handle dividing retirement accounts?
- Do you work with my attorney, or only with me?
- How do Maryland's property rules change what I should ask for?
How current is this list of fee-only advisors for divorce in Maryland?
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 26 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Philip Weiss | Apprise Wealth Management LLC | Phoenix | CFA, CPA | Percentage of assets, Flat fee or retainer |
| Christopher Rhim | Green View Advisors, LLC | ROCKVILLE | CDFA, CFP | Percentage of assets, Hourly |
| Tom Taylor | Chesapeake Financial Advisors | Towson | CPA/PFS | Percentage of assets, Hourly |
| James Brennan | 1 North Wealth Services | Annapolis | CFP | Hourly, Ongoing planning fee |
| 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 |
| Jamie Lapin | RMG Advisors | Rockville | CFP | Percentage of assets, Hourly |
| Landon Buzzerd | Grant Street Asset Management | Williamsport | CFP | Percentage of assets, Fixed fees |
| Gregory Estes | Councilor | Bethesda | CFA | Percentage of assets, Hourly |
| Steven Schleupner | Councilor | Smithsburg | ChFC | Percentage of assets, Hourly |
| Annika Mitchell | 1 North Wealth Services | Annapolis | Not listed | Hourly, Ongoing planning fee |
| Dimitri Sfakiyanudis | 1 North Wealth Services | Annapolis | Not listed | Hourly, Ongoing planning fee |
| John Milchling | 1 North Wealth Services | Annapolis | Not listed | Hourly, Ongoing planning fee |
| Kathryn Putek | 1 North Wealth Services | Annapolis | Not listed | Hourly, Ongoing planning fee |
| Mary Hughes | 1 North Wealth Services | Annapolis | Not listed | Hourly, Ongoing planning fee |
| Tanya Rapacz | The Advisory Group of San Francisco | Ellicott City | CFP | Percentage of assets, Fixed fees |
| Charles Kimmel | Councilor | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Gary Aiken | Caveness Wealth Advisory | Rockville | Not listed | Percentage of assets, Hourly |
| Leonard Rodman | Rothschild Capital Partners | Potomac | Not listed | Percentage of assets, Hourly |
| Melissa Miller | Sovereign Financial Services | Phoenix | Not listed | Percentage of assets |
| Shawn Miller | Sovereign Financial Services | Phoenix | Not listed | Percentage of assets |
| Thiago Glieger | RMG Advisors | Rockville | Not listed | Percentage of assets, Hourly |
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