Financial advisors for founders in Maryland

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.

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.

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.

See every fee-only advisor fee in Maryland

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.

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?

1. How many clients have you taken through an exit, and at what size?
2. How would you check whether my shares qualify for QSBS?
3. What should I do before a term sheet that I can't do after?
4. How would you invest the proceeds in the first year?
5. How do you account for local income tax where I live and work?
6. 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.