Financial advisors for estate planning in Maryland
Which financial advisor should I talk to about estate planning in Maryland?
For estate planning in Maryland, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Teancum Light of Lighthouse Wealth Management, Avanti Shetye of Wealthwyzr, LLC and Gordon Achtermann of Silverstone Financial.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Teancum Light Lighthouse Wealth Management, Towson Holds the CFP, JD and CPA. Fees on file: percentage of assets, hourly.
- Avanti Shetye Wealthwyzr, LLC, Ellicott City Holds the CFP. Fees on file: subscription, one-time planning fee.
- Gordon Achtermann Silverstone Financial, Owings Mills Holds the CFP. Fees on file: percentage of assets, hourly.
- Thomas Bonvissuto Intero Financial Planning, Parkton Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee.
- Elizabeth Yoder Dependent Financial Planning, Edgewater Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Lindsey Young Quiet Wealth LLC, Baltimore Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
How many fee-only financial advisors in Maryland work on estate planning?
The Wellspent public graph lists 98 fee-only advisors for estate planning in Maryland, at 54 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for estate planning in Maryland located?
Of the 98 fee-only advisors for estate planning in Maryland, 15 are in Bethesda, followed by 8 in Baltimore and 8 in Hanover.
Plus 55 in other cities.
How do fee-only advisors for estate planning in Maryland charge?
The most common fee among fee-only advisors for estate planning in Maryland is a percentage of assets, used by 88% of the 98 with fees on file. Many use more than one: 68% charge by the hour and 58% 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 estate planning have?
For estate planning, look for the CFP, JD and CPA. In Maryland, 48% of the 98 advisors listed hold the CFP.
- CFP48% in Maryland
- The CFP includes estate planning and keeps it tied to the whole plan.
- JD1% in Maryland
- A law degree helps a planner read trusts and documents closely.
- CPA2% in Maryland
- CPAs help with estate and gift tax filings.
How do Maryland advisors for estate planning compare with the rest of the US?
68% of fee-only advisors for estate planning in Maryland charge by the hour, compared with 44% of the 6,172 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 estate planning.
Does Maryland have an estate tax?
Yes. Maryland has its own estate tax, separate from the federal one, and its threshold can be lower.
Does Maryland have an inheritance tax?
Yes. Maryland has an inheritance tax, which falls on some heirs rather than on the estate.
What should I ask a financial advisor about estate planning in Maryland?
- Do you review my beneficiary designations and account titling?
- Which estate attorneys do you work with, and how do you split the work?
- How would you plan around the state rules that apply to me?
- How often will we revisit the plan?
- How would you plan for Maryland's estate tax as well as the federal one?
- Who in my family would owe Maryland's inheritance tax?
How current is this list of fee-only advisors for estate planning 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 98 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Avanti Shetye Fee-only, advice-only planning for high-net-worth retirees, pre-retirees and high earners facing retirement income, tax and equity compensation decisions. | Wealthwyzr, LLC | Ellicott City | CFP, CFA, MBA | Subscription, One-time planning fee |
| John Bell Comprehensive and hourly advice-only planning for DIY investors and families who want help with retirement, taxes, estates and giving. | Free State Financial Planning | Clarksville | CFP | Subscription, One-time planning fee |
| John O'Callaghan | Impact Financial Life Planning LLC | Baltimore | CFP | Flat fee or retainer, Ongoing planning fee |
| Lindsey Young | Quiet Wealth LLC | Baltimore | CFP, MBA, TPCP, EA | Flat fee or retainer, Ongoing planning fee |
| Liz Plot | Primas Financial Planning | Columbia | CFP, ChFC, AFC, EA | Ongoing planning fee, One-time planning fee |
| Gordon Achtermann | Silverstone Financial | Owings Mills | CFP, MBA | Percentage of assets, Hourly |
| Jeremy Eppley | Silverstone Financial | Owings Mills | CFP, CPWA, APMA, CRPC | Percentage of assets, Hourly |
| Mark Humphries | Sentinel Financial Planning, LLC | Edgewater | CFP | Percentage of assets, Hourly |
| Rianka Dorsainvil | YGC Wealth | Lanham | CFP | Ongoing planning fee |
| Robin Kizito | Addax Bridge Financial | North Bethesda | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Ryan Townsley | Town Capital | Bel Air | CFP, MBA | Percentage of assets, Fixed fees |
| Tim Baker | YFP Wealth | New Albany | CFP, RICP, RLP | Percentage of assets, Fixed fees |
| Philip Weiss | Apprise Wealth Management LLC | Phoenix | CFA, CPA | Percentage of assets, Flat fee or retainer |
| Chad Arrington | The Kelly Group | Bel Air | CFP | Percentage of assets, Hourly |
| Lisa Crivella | Ivy League Financial Advisors LLC | Rockville | CFP, AIF, BA, BS | Percentage of assets, Hourly |
| Sergio Abarca | Personal Financial Partners | Chevy Chase | CFP | Percentage of assets, Fixed fees |
| Teancum Light | Lighthouse Wealth Management | Towson | CFP, CPA, JD, CFA | Percentage of assets, Hourly |
| Benjamin Dorsey | Analog Capital Partners | Frederick | CFP, PFS | Percentage of assets |
| Genti Cici | Wealthy & Wise Family Office | Columbia | CFP | Percentage of assets, Hourly |
| Abigail Waddell | BMSS Wesson Wealth Solutions | California | CFP | Percentage of assets, Hourly |
| David Levitt | Glassman Wealth | North Bethesda | CFP | Percentage of assets, Fixed fees |
| David Peloquin | Main Street Advisors | Westminster | CFP | Percentage of assets, Hourly |
| Elizabeth Yoder | Dependent Financial Planning | Edgewater | CFP | Percentage of assets, Ongoing planning fee |
| Kimberly Owen | Prostatis Group | Hanover | CFP | Percentage of assets, Hourly |
| Mario Zumbo | Preserve Private Wealth | Bethesda | CFP | Percentage of assets, Fixed fees |
| Nathan McDuffee | Oliver Wealth Management | Towson | CFP, ChFC | Ongoing planning fee |
| Patrick McNamara | Glassman Wealth | Rockville | CFP | Percentage of assets, Fixed fees |
| Thaddeus Toal | RCS Financial Planning | Annapolis | CFP | Percentage of assets, Hourly |
| Vincent Barrett | Acorn Financial Services | Bethesda | CFP | Percentage of assets, Hourly |
| Abbie Frishman | Councilor | Bethesda | CFP | Percentage of assets, Hourly |
| Christina White | Kilter Group | Columbia | CFP | Percentage of assets, Fixed fees |
| Drew Culver | Councilor | Bethesda | CFP | Percentage of assets, Hourly |
| Erich Imphong | Plotkin Financial Advisors | Marriottsville | CFP | Percentage of assets, Hourly |
| Guadalupe Lechuga | Audible Wealth Management | Silver Spring | CFP | Percentage of assets, Fixed fees |
| Jane Rowny | Councilor | Bethesda | CFP | Percentage of assets, Hourly |
| Joseph Colman | Colman Knight | Baltimore | CFP | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Veronica Fuentes | Audible Wealth Management | Silver Spring | CFP, ChFC | Percentage of assets, Fixed fees |
| Amanda Hopkins Clouser | RCS Financial Planning | Annapolis | CFA | Percentage of assets, Hourly |
| Ashley Perlmutter | Sherman Wealth | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Bradley Sherman | Sherman Wealth | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Frances Spurry | Tred Avon Family Wealth | Easton | CFP | Percentage of assets, Hourly |
| James Brown | Meritis Wealth Management | Potomac | CFP | Percentage of assets, Hourly |
| Jamie Lapin | RMG Advisors | Rockville | CFP | Percentage of assets, Hourly |
| Jeyamariappan Ganapathy | Samatva Wealth Management | Clarksburg | CFA | Percentage of assets, Hourly |
| Kirsten Calambro | Oxford Planning Group | Woodstock | CFP | Percentage of assets, Hourly |
| Philip Snyder | Snyder Asset Management | Hunt Valley | CFA | Percentage of assets |
| Shaun Eddy | Oxford Planning Group | Woodstock | CFP | Percentage of assets, Hourly |
Want a shorter list for estate planning?
Tell us what you need and we'll narrow Maryland's 98 advisors to the few who fit.
Get matched in 2 minutes