# Financial advisors for founders in Maryland > For founders in Maryland, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Lindsey Young of Quiet Wealth LLC, Stephanie Anderson of Councilor and Nathan McDuffee of Oliver Wealth Management. Page: https://find.wellspent.co/specialties/founders-pre-exit/maryland/ 39 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 as a founder in Maryland? For founders in Maryland, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Lindsey Young of Quiet Wealth LLC, Stephanie Anderson of Councilor and Nathan McDuffee of Oliver Wealth Management. - [Lindsey Young](https://find.wellspent.co/advisors/lindsey-young/), Quiet Wealth LLC, Baltimore. Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Stephanie Anderson](https://find.wellspent.co/advisors/stephanie-anderson/), Councilor, Bethesda. Holds the CFP and CFA. Fees on file: percentage of assets, hourly. - [Nathan McDuffee](https://find.wellspent.co/advisors/nathan-mcduffee/), Oliver Wealth Management, Towson. Holds the CFP. Fees on file: ongoing planning fee. - [Rianka Dorsainvil](https://find.wellspent.co/advisors/rianka-dorsainvil/), YGC Wealth, Lanham. Holds the CFP. Fees on file: 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. - [Philip Snyder](https://find.wellspent.co/advisors/philip-snyder/), Snyder Asset Management, Hunt Valley. Holds the CFA. Fees on file: percentage of assets. ## How many fee-only financial advisors in Maryland work with founders? The Wellspent public graph lists 39 fee-only advisors for founders in Maryland, at 24 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for founders in Maryland located? Of the 39 fee-only advisors for founders in Maryland, 13 are in Bethesda, followed by 6 in Towson and 4 in Gaithersburg. ## How do fee-only advisors for founders in Maryland charge? The most common fee among fee-only advisors for founders in Maryland is a percentage of assets, used by 79% of the 39 with fees on file. Many use more than one: 67% charge fixed fees and 59% 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 founders have? For founders, look for the EA, CFP and CFA. In Maryland, 41% of the 39 advisors listed hold the CFP. - EA (3% of advisors listed): Enrolled agents bring tax depth for multi-year planning. - CFP (41% of advisors listed): The CFP covers life after the exit, not only the sale. - CFA (15% of advisors listed): The CFA helps with investing a large sum at once. ## How do Maryland advisors for founders compare with the rest of the US? 79% of fee-only advisors for founders in Maryland charge a percentage of assets, compared with 93% of the 3,000 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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. ## What happens to stock pay if you move to or from Maryland? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Maryland can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as a founder in Maryland? - How many clients have you taken through an exit, and at what size? - How would you check whether my shares qualify for QSBS? - What should I do before a term sheet that I can't do after? - How would you invest the proceeds in the first year? - How do you account for local income tax where I live and work? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for founders 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 | |---|---|---|---|---| | [Lindsey Young](https://find.wellspent.co/advisors/lindsey-young.md) | Quiet Wealth LLC | Baltimore, Maryland | CFP, MBA, TPCP, EA | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly | | [Rianka Dorsainvil](https://find.wellspent.co/advisors/rianka-dorsainvil.md) | YGC Wealth | Lanham, Maryland | CFP | Ongoing planning fee | | [Benjamin Dorsey](https://find.wellspent.co/advisors/benjamin-dorsey.md) | Analog Capital Partners | Frederick, Maryland | CFP, PFS | Percentage of assets | | [Abigail Waddell](https://find.wellspent.co/advisors/abigail-waddell.md) | BMSS Wesson Wealth Solutions | California, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Mario Zumbo](https://find.wellspent.co/advisors/mario-zumbo.md) | Preserve Private Wealth | Bethesda, Maryland | CFP | Percentage of assets, Fixed fees | | [Nathan McDuffee](https://find.wellspent.co/advisors/nathan-mcduffee.md) | Oliver Wealth Management | Towson, Maryland | CFP, ChFC | Ongoing planning fee | | [Vincent Barrett](https://find.wellspent.co/advisors/vincent-barrett.md) | Acorn Financial Services | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Abbie Frishman](https://find.wellspent.co/advisors/abbie-frishman.md) | Councilor | 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 | | [Drew Culver](https://find.wellspent.co/advisors/drew-culver.md) | Councilor | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Jane Rowny](https://find.wellspent.co/advisors/jane-rowny.md) | Councilor | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Judith Barnhard](https://find.wellspent.co/advisors/judith-barnhard.md) | Councilor | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Reema Patel](https://find.wellspent.co/advisors/reema-patel.md) | Councilor | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Stephanie Anderson](https://find.wellspent.co/advisors/stephanie-anderson.md) | Councilor | Bethesda, Maryland | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Ashley Perlmutter](https://find.wellspent.co/advisors/ashley-perlmutter.md) | Sherman Wealth | Gaithersburg, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Bradley Sherman](https://find.wellspent.co/advisors/bradley-sherman.md) | Sherman Wealth | Gaithersburg, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Colin Exelby](https://find.wellspent.co/advisors/colin-exelby.md) | Celestial Wealth Management | Towson, Maryland | CFP | Percentage of assets, Subscription, Fixed fees | | [Jeyamariappan Ganapathy](https://find.wellspent.co/advisors/jeyamariappan-ganapathy.md) | Samatva Wealth Management | Clarksburg, Maryland | CFA | Percentage of assets, Hourly, Fixed fees | | [Landon Buzzerd](https://find.wellspent.co/advisors/landon-buzzerd.md) | Grant Street Asset Management | Williamsport, Maryland | CFP | Percentage of assets, Fixed fees | | [Philip Snyder](https://find.wellspent.co/advisors/philip-snyder.md) | Snyder Asset Management | Hunt Valley, Maryland | CFA | Percentage of assets | | [Aaron Wall](https://find.wellspent.co/advisors/aaron-wall.md) | Fidelis Capital | Bethesda, Maryland | CFA | Percentage of assets, Fixed fees | | [David Sheiman](https://find.wellspent.co/advisors/david-sheiman.md) | The Ellerson Group | Annapolis, Maryland | CFA | Percentage of assets, Hourly | | [Gregory Estes](https://find.wellspent.co/advisors/gregory-estes.md) | Councilor | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees | | [Steven Schleupner](https://find.wellspent.co/advisors/steven-schleupner.md) | Councilor | Smithsburg, Maryland | ChFC | Percentage of assets, Hourly, Fixed fees | | [Andrew Knachel](https://find.wellspent.co/advisors/andrew-knachel.md) | Oliver Wealth Management | Towson, Maryland | | Ongoing planning fee | | [Brian Woods](https://find.wellspent.co/advisors/brian-woods.md) | Woods Financial Services | Towson, Maryland | | Ongoing planning fee | | [Christopher Oland](https://find.wellspent.co/advisors/christopher-oland.md) | Harmony Wealth Advisors | Edgewater, Maryland | | Percentage of assets, Fixed fees | | [George Boudreau](https://find.wellspent.co/advisors/george-boudreau.md) | Oliver Wealth Management | Towson, Maryland | | Ongoing planning fee | | [Jiaxuan Zhuang](https://find.wellspent.co/advisors/jiaxuan-zhuang.md) | MZ Capital | Bethesda, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Joseph Plume](https://find.wellspent.co/advisors/joseph-plume.md) | Oliver Wealth Management | Towson, Maryland | | Ongoing planning fee | | [Kevin Caldwell](https://find.wellspent.co/advisors/kevin-caldwell.md) | Islands East Advisors | Chester, Maryland | | Flat fee or retainer, Hourly, Percentage of assets, Ongoing planning fee | | [Benjamin Hilyard](https://find.wellspent.co/advisors/benjamin-hilyard.md) | Fidelis Capital | Bethesda, Maryland | | Percentage of assets, Fixed fees | | [Charles Kimmel](https://find.wellspent.co/advisors/charles-kimmel.md) | Councilor | Gaithersburg, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Christopher Tate](https://find.wellspent.co/advisors/christopher-tate.md) | Fidelis Capital | Bethesda, Maryland | | 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 | | [James Ellerson](https://find.wellspent.co/advisors/james-ellerson.md) | The Ellerson Group | Annapolis, Maryland | | Percentage of assets, Hourly | | [Leonard Rodman](https://find.wellspent.co/advisors/leonard-rodman.md) | Rothschild Capital Partners | Potomac, Maryland | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Mary Thomas-Spruill](https://find.wellspent.co/advisors/mary-thomas-spruill.md) | Serene Financial Solutions | Gaithersburg, Maryland | ChFC | Hourly, Fixed fees | | [Wilson Taliaferro](https://find.wellspent.co/advisors/wilson-taliaferro.md) | Bush River Trust | Hunt Valley, Maryland | | Percentage of assets, Hourly | ## 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) - [Family wealth transfer in Maryland](https://find.wellspent.co/specialties/family-wealth-transfer/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).