Financial advisors for small business owners in Maryland
Which financial advisor should I talk to as a small business owner in Maryland?
For small business owners in Maryland, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include Lindsey Young of Quiet Wealth LLC, Liz Plot of Primas Financial Planning and Clark Kendall of Kendall Capital Management.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Lindsey Young Quiet Wealth LLC, Baltimore Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Liz Plot Primas Financial Planning, Columbia Holds the EA and CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Clark Kendall Kendall Capital Management, Rockville Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- John Berzellini JBA Financial Advisors, Timonium Holds the CFP. Fees on file: percentage of assets, hourly.
- Nathan McDuffee Oliver Wealth Management, Towson Holds the CFP. Fees on file: ongoing planning fee.
- Rianka Dorsainvil YGC Wealth, Lanham Holds the CFP. Fees on file: ongoing planning fee.
How many fee-only financial advisors in Maryland work with small business owners?
The Wellspent public graph lists 48 fee-only advisors for small business owners in Maryland, at 30 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for small business owners in Maryland located?
Of the 48 fee-only advisors for small business owners in Maryland, 11 are in Bethesda, followed by 6 in Towson and 5 in Silver Spring.
Plus 19 in other cities.
How do fee-only advisors for small business owners in Maryland charge?
The most common fee among fee-only advisors for small business owners in Maryland is a percentage of assets, used by 79% of the 48 with fees on file. Many use more than one: 73% charge fixed fees and 56% 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 small business owners have?
For small business owners, look for the EA and CFP. In Maryland, 50% of the 48 advisors listed hold the CFP.
- EA4% in Maryland
- Enrolled agents help with owner pay and business tax.
- CFP50% in Maryland
- The CFP keeps the business in the wider plan.
How do Maryland advisors for small business owners compare with the rest of the US?
73% of fee-only advisors for small business owners in Maryland charge fixed fees, compared with 52% of the 2,851 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 small business owners.
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 should I ask a financial advisor as a small business owner in Maryland?
- Which retirement plan would you set up for my business, and why?
- How would you set my salary against distributions?
- How much of my net worth should stay in the business?
- How do you plan for an eventual sale or succession?
- How do you account for local income tax where I live and work?
How current is this list of fee-only advisors for small business owners 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 48 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| Jon Powell | Ferguson-Johnson Wealth Management | Rockville | CFP | 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 |
| Clark Kendall | Kendall Capital Management | Rockville | AEP, CFA, CFP | Percentage of assets, Ongoing planning fee |
| 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 |
| Abigail Waddell | BMSS Wesson Wealth Solutions | California | CFP | Percentage of assets, Hourly |
| John Berzellini | JBA Financial Advisors | Timonium | CFP | Percentage of assets, Hourly |
| Nathan McDuffee | Oliver Wealth Management | Towson | CFP, ChFC | Ongoing planning fee |
| 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 |
| 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 |
| Colin Exelby | Celestial Wealth Management | Towson | CFP | Percentage of assets, Subscription |
| Jeyamariappan Ganapathy | Samatva Wealth Management | Clarksburg | CFA | Percentage of assets, Hourly |
| Landon Buzzerd | Grant Street Asset Management | Williamsport | CFP | Percentage of assets, Fixed fees |
| Aaron Wall | Fidelis Capital | Bethesda | CFA | Percentage of assets, Fixed fees |
| Andrea Brashears-Sampson | Wise Financial Counsel | Fort Washington | CFP | Hourly, Fixed fees |
| Gregory Estes | Councilor | Bethesda | CFA | Percentage of assets, Hourly |
| Steven Schleupner | Councilor | Smithsburg | ChFC | Percentage of assets, Hourly |
| Andrew Knachel | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Brian Woods | Woods Financial Services | Towson | Not listed | Ongoing planning fee |
| Christopher Oland | Harmony Wealth Advisors | Edgewater | Not listed | Percentage of assets, Fixed fees |
| George Boudreau | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Hossameldin Abdelkarim | Poise Investment Advisors | Germantown | Not listed | Percentage of assets, Hourly |
| Jiaxuan Zhuang | MZ Capital | Bethesda | Not listed | Percentage of assets, Hourly |
| Joseph Plume | Oliver Wealth Management | Towson | Not listed | Ongoing planning fee |
| Kevin Caldwell | Islands East Advisors | Chester | Not listed | Flat fee or retainer, Hourly |
| Lisa Schaefer | KFA Private Wealth Group | Chevy Chase | Not listed | Percentage of assets, Hourly |
| Sherif Othman | Poise Investment Advisors | Germantown | Not listed | Percentage of assets, Hourly |
| Benjamin Hilyard | Fidelis Capital | Bethesda | Not listed | Percentage of assets, Fixed fees |
| Charles Kimmel | Councilor | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Christopher Tate | Fidelis Capital | Bethesda | Not listed | Percentage of assets, Fixed fees |
| Gabriel Trasatti | Trasatti Wealth Planning | Baltimore | PFS | Percentage of assets, Hourly |
| Isiah Williams | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Jonathan McKinney | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Mary Thomas-Spruill | Serene Financial Solutions | Gaithersburg | ChFC | Hourly, Fixed fees |
| Monica Carlos | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Peter Pavlov | Lynx Investment Advisory | Columbia | Not listed | Percentage of assets, Fixed fees |
| Tarun Mehta | Onyx Bridge Wealth Group | Rockville | Not listed | Percentage of assets, Hourly |
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