# Financial advisors for family wealth transfer in Maryland > For family wealth transfer in Maryland, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Christine Parker of Parker Financial, Benjamin Dorsey of Analog Capital Partners and Elizabeth Yoder of Dependent Financial Planning. Page: https://find.wellspent.co/specialties/family-wealth-transfer/maryland/ 49 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about passing wealth to the next generation in Maryland? For family wealth transfer in Maryland, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Christine Parker of Parker Financial, Benjamin Dorsey of Analog Capital Partners and Elizabeth Yoder of Dependent Financial Planning. - [Christine Parker](https://find.wellspent.co/advisors/christine-parker/), Parker Financial, La Plata. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Benjamin Dorsey](https://find.wellspent.co/advisors/benjamin-dorsey/), Analog Capital Partners, Frederick. Holds the CFP. Fees on file: percentage of assets. - [Elizabeth Yoder](https://find.wellspent.co/advisors/elizabeth-yoder/), Dependent Financial Planning, Edgewater. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Mario Zumbo](https://find.wellspent.co/advisors/mario-zumbo/), Preserve Private Wealth, Bethesda. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Jamie Bigsby](https://find.wellspent.co/advisors/jamie-bigsby/), Glassy Mountain Advisors, Bethesda. Holds the CFP. Fees on file: percentage of assets. - [Abigail Waddell](https://find.wellspent.co/advisors/abigail-waddell/), BMSS Wesson Wealth Solutions, California. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Maryland work on family wealth transfer? The Wellspent public graph lists 49 fee-only advisors for family wealth transfer in Maryland, at 26 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for family wealth transfer in Maryland located? Of the 49 fee-only advisors for family wealth transfer in Maryland, 23 are in Bethesda, followed by 5 in Columbia and 5 in Baltimore. ## How do fee-only advisors for family wealth transfer in Maryland charge? The most common fee among fee-only advisors for family wealth transfer in Maryland is a percentage of assets, used by 98% of the 49 with fees on file. Many use more than one: 71% charge fixed fees and 69% 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 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 family wealth transfer have? For family wealth transfer, look for the CFP. In Maryland, 33% of the 49 advisors listed hold the CFP. - CFP (33% of advisors listed): The CFP covers gifting, trusts, and the wider plan. ## How do Maryland advisors for family wealth transfer compare with the rest of the US? 69% of fee-only advisors for family wealth transfer in Maryland charge by the hour, compared with 43% of the 3,385 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 passing wealth to the next generation in Maryland? - How do you involve the next generation, and when? - What would you gift now, and what would you hold until death? - How do you work with our attorney and accountant? - What happens to the relationship when the first generation is gone? - 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 family wealth transfer 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Benjamin Dorsey](https://find.wellspent.co/advisors/benjamin-dorsey.md) | Analog Capital Partners | Frederick, Maryland | CFP, PFS | Percentage of assets | | [Genti Cici](https://find.wellspent.co/advisors/genti-cici.md) | Wealthy & Wise Family Office | Columbia, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Abigail Waddell](https://find.wellspent.co/advisors/abigail-waddell.md) | BMSS Wesson Wealth Solutions | California, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Christine Parker](https://find.wellspent.co/advisors/christine-parker.md) | Parker Financial | La Plata, Maryland | CFP | Percentage of assets, Ongoing planning fee, Flat fee or retainer | | [Elizabeth Yoder](https://find.wellspent.co/advisors/elizabeth-yoder.md) | Dependent Financial Planning | Edgewater, Maryland | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Mario Zumbo](https://find.wellspent.co/advisors/mario-zumbo.md) | Preserve Private Wealth | Bethesda, Maryland | CFP | Percentage of assets, Fixed fees | | [Vincent Barrett](https://find.wellspent.co/advisors/vincent-barrett.md) | Acorn Financial Services | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Christina White](https://find.wellspent.co/advisors/christina-white.md) | Kilter Group | Columbia, Maryland | CFP | Percentage of assets, Fixed fees | | [Colin Exelby](https://find.wellspent.co/advisors/colin-exelby.md) | Celestial Wealth Management | Towson, Maryland | CFP | Percentage of assets, Subscription, Fixed fees | | [Frances Spurry](https://find.wellspent.co/advisors/frances-spurry.md) | Tred Avon Family Wealth | Easton, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [James Brown](https://find.wellspent.co/advisors/james-brown-4895673.md) | Meritis Wealth Management | Potomac, Maryland | CFP | Percentage of assets, Hourly | | [Landon Buzzerd](https://find.wellspent.co/advisors/landon-buzzerd.md) | Grant Street Asset Management | Williamsport, Maryland | CFP | Percentage of assets, Fixed fees | | [Aaron Wall](https://find.wellspent.co/advisors/aaron-wall.md) | Fidelis Capital | Bethesda, Maryland | CFA | Percentage of assets, Fixed fees | | [Andrea Brashears-Sampson](https://find.wellspent.co/advisors/andrea-brashears-sampson.md) | Wise Financial Counsel | Fort Washington, Maryland | CFP | Hourly, Fixed fees | | [Elizabeth Brennen](https://find.wellspent.co/advisors/elizabeth-brennen.md) | A.G. Campbell Advisory | Baltimore, Maryland | CFP | Percentage of assets, Hourly | | [Endrit Lloshi](https://find.wellspent.co/advisors/endrit-lloshi.md) | Wealthy & Wise Family Office | Columbia, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Sean McElhaney](https://find.wellspent.co/advisors/sean-mcelhaney.md) | Family Office Research | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Taiyoung Lee](https://find.wellspent.co/advisors/taiyoung-lee.md) | Wealthy & Wise Family Office | Columbia, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Jamie Bigsby](https://find.wellspent.co/advisors/jamie-bigsby.md) | Glassy Mountain Advisors | Bethesda, Maryland | CFP | Percentage of assets | | [Jiaxuan Zhuang](https://find.wellspent.co/advisors/jiaxuan-zhuang.md) | MZ Capital | Bethesda, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Benjamin Hilyard](https://find.wellspent.co/advisors/benjamin-hilyard.md) | Fidelis Capital | Bethesda, Maryland | | Percentage of assets, Fixed fees | | [Christopher Tate](https://find.wellspent.co/advisors/christopher-tate.md) | Fidelis Capital | Bethesda, Maryland | | Percentage of assets, Fixed fees | | [Gary Mitchell](https://find.wellspent.co/advisors/gary-mitchell.md) | Sage Financial Group | Baltimore, Maryland | | Percentage of assets, Fixed fees, Performance-based fees | | [Greg Pyne](https://find.wellspent.co/advisors/greg-pyne.md) | Red Oak Financial Group | Towson, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Leonard Rodman](https://find.wellspent.co/advisors/leonard-rodman.md) | Rothschild Capital Partners | Potomac, Maryland | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Peter Pavlov](https://find.wellspent.co/advisors/peter-pavlov.md) | Lynx Investment Advisory | Columbia, Maryland | | Percentage of assets, Fixed fees, Performance-based fees | | [Andrew Schenker](https://find.wellspent.co/advisors/andrew-schenker.md) | Heritage Investors Management | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees | | [Brian Curtin](https://find.wellspent.co/advisors/brian-curtin.md) | Heritage Investors Management | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees | | [Brian Hawthorne-Codato](https://find.wellspent.co/advisors/brian-hawthorne-codato.md) | Glassy Mountain Advisors | Bethesda, Maryland | CFA | Percentage of assets | | [Craig Lukin](https://find.wellspent.co/advisors/craig-lukin.md) | Heritage Investors Management | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees | | [Derek Stone](https://find.wellspent.co/advisors/derek-stone.md) | Heritage Investors Management | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees | | [Gretchen Straczewski](https://find.wellspent.co/advisors/gretchen-straczewski.md) | Tred Avon Family Wealth | Easton, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Heather McGolerick](https://find.wellspent.co/advisors/heather-mcgolerick.md) | Meritis Wealth Management | Potomac, Maryland | | Percentage of assets, Hourly | | [Kenneth Long](https://find.wellspent.co/advisors/kenneth-long.md) | Heritage Investors Management | Bethesda, Maryland | CFA, CIC | Percentage of assets, Hourly, Fixed fees | | [Laura Markoff](https://find.wellspent.co/advisors/laura-markoff.md) | Meritis Wealth Management | Potomac, Maryland | | Percentage of assets, Hourly | | [Michael Cornfeld](https://find.wellspent.co/advisors/michael-cornfeld.md) | Heritage Investors Management | Bethesda, Maryland | CFA, CIC | Percentage of assets, Hourly, Fixed fees | | [Michael McIntyre](https://find.wellspent.co/advisors/michael-mcintyre.md) | Glassy Mountain Advisors | Bethesda, Maryland | CFA | Percentage of assets | | [Scott Wilson](https://find.wellspent.co/advisors/scott-wilson.md) | Heritage Investors Management | Bethesda, 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 | | [Taylor Fucci](https://find.wellspent.co/advisors/taylor-fucci.md) | Heritage Investors Management | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees | | [Alexander Campbell](https://find.wellspent.co/advisors/alexander-campbell.md) | A.G. Campbell Advisory | Baltimore, Maryland | | Percentage of assets, Hourly | | [Alexander Campbell](https://find.wellspent.co/advisors/alexander-campbell-7148168.md) | A.G. Campbell Advisory | Baltimore, Maryland | | Percentage of assets, Hourly | | [Mark Scott](https://find.wellspent.co/advisors/mark-scott.md) | A.G. Campbell Advisory | Baltimore, Maryland | | Percentage of assets, Hourly | | [Morgan Freund](https://find.wellspent.co/advisors/morgan-freund.md) | Family Office Research | Bethesda, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Scott Freund](https://find.wellspent.co/advisors/scott-freund.md) | Family Office Research | Bethesda, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Daniel Ryan](https://find.wellspent.co/advisors/daniel-ryan.md) | Alikos Wealth Management | Bethesda, Maryland | | Percentage of assets, Hourly, Fixed fees | | [James Merrill](https://find.wellspent.co/advisors/james-merrill.md) | Binnacle Financial Group | Chevy Chase, Maryland | | Percentage of assets, Hourly | | [Laura McAree](https://find.wellspent.co/advisors/laura-mcaree.md) | Heritage Investors Management | Bethesda, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Peter Ryan](https://find.wellspent.co/advisors/peter-ryan.md) | Alikos Wealth Management | Bethesda, Maryland | | Percentage of assets, Hourly, Fixed fees | ## Related - [Retirement planning in Maryland](https://find.wellspent.co/specialties/retirement-planning/maryland.md) - [Tax planning in Maryland](https://find.wellspent.co/specialties/tax-planning/maryland.md) - [Estate planning in Maryland](https://find.wellspent.co/specialties/estate-planning/maryland.md) - [Retirees in Maryland](https://find.wellspent.co/audiences/retirees/maryland.md) - [Pre-retirees in Maryland](https://find.wellspent.co/audiences/pre-retirees/maryland.md) - [Small business owners in Maryland](https://find.wellspent.co/specialties/small-business-owners/maryland.md) ## 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).