Financial advisors for tax planning in Maryland
Which financial advisor should I talk to about tax planning in Maryland?
For tax planning in Maryland, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Matt Lincoln of Cadence Planning LLC, Jacob Sadler of Curio Wealth, LLC and Lindsey Young of Quiet Wealth LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Matt Lincoln Cadence Planning LLC, Frederick Holds the EA and CFP. Fees on file: ongoing planning fee.
- Jacob Sadler Curio Wealth, LLC, Annapolis Holds the CPA and CFP. Fees on file: ongoing planning fee.
- 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.
- Teancum Light Lighthouse Wealth Management, Towson Holds the CPA and CFP. Fees on file: percentage of assets, hourly.
- Tad Jakes MFAC Financial Advisors, Inc., White Hall Holds the EA and CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Maryland work on tax planning?
The Wellspent public graph lists 106 fee-only advisors for tax planning in Maryland, at 66 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for tax planning in Maryland located?
Of the 106 fee-only advisors for tax planning in Maryland, 16 are in Bethesda, followed by 9 in Towson and 8 in Hanover.
Plus 60 in other cities.
How do fee-only advisors for tax planning in Maryland charge?
The most common fee among fee-only advisors for tax planning in Maryland is a percentage of assets, used by 79% of the 106 with fees on file. Many use more than one: 58% 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 tax planning have?
For tax planning, look for the EA, CPA and CFP. In Maryland, 53% of the 106 advisors listed hold the CFP.
- EA4% in Maryland
- Enrolled agents are licensed by the IRS and focus on tax.
- CPA4% in Maryland
- CPAs bring broad tax and accounting depth.
- CFP53% in Maryland
- The CFP connects tax decisions to the rest of the plan.
How do Maryland advisors for tax planning compare with the rest of the US?
58% of fee-only advisors for tax planning in Maryland charge by the hour, compared with 41% of the 5,860 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 tax planning.
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 about tax planning in Maryland?
- Do you prepare my return, or coordinate with my preparer?
- Will you give me a written multi-year tax projection?
- What tax decisions would you want to make with me before year end?
- How do you weigh tax savings against investment risk?
- How do you account for local income tax where I live and work?
How current is this list of fee-only advisors for tax 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 106 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 |
| Ethan Miller | Planning for Progress | Silver Spring | CFP | Ongoing 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 |
| 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 |
| Clark Kendall | Kendall Capital Management | Rockville | AEP, CFA, CFP | Percentage of assets, Ongoing planning fee |
| Nick Booth Advice-only planning for people nearing retirement and millennials balancing big life events with saving for the future. | Nine Inning Finance, LLC | North Bethesda | CDAA, CFP | Subscription, One-time planning fee |
| Philip Weiss | Apprise Wealth Management LLC | Phoenix | CFA, CPA | Percentage of assets, Flat fee or retainer |
| Jason Dall'Acqua | Crest Wealth Advisors LLC | Annapolis | CFP | Percentage of assets, Fixed fees |
| Matt Lincoln | Cadence Planning LLC | Frederick | CFP, EA | Ongoing planning fee |
| Michael Delaney II | Northbrook Financial | Baltimore | CFP, ChFC | Percentage of assets |
| Mike Delaney | Northbrook Financial Planning LLC | Baltimore | CFP, ChFC | Percentage of assets |
| Sergio Abarca | Personal Financial Partners | Chevy Chase | CFP | Percentage of assets, Fixed fees |
| Tad Jakes | MFAC Financial Advisors, Inc. | White Hall | CFP, EA, ECA | Percentage of assets, Hourly |
| Jacob Sadler | Curio Wealth, LLC | Annapolis | CFP, JD, CPA, CPA/PFS | Ongoing planning fee |
| Steven Jefferys | Arch Financial Advisors, LLC | Bethesda | CFA, CFP, MBA | Hourly, 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 |
| Tom Taylor | Chesapeake Financial Advisors | Towson | CPA/PFS | Percentage of assets, Hourly |
| Genti Cici | Wealthy & Wise Family Office | Columbia | CFP | Percentage of assets, Hourly |
| Christine Parker | Parker Financial | La Plata | CFP | Percentage of assets, Ongoing planning fee |
| 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 |
| John Berzellini | JBA Financial Advisors | Timonium | CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| Patricia Bush | AAA Advisory | Walkersville | CFP | Hourly, Flat fee or retainer |
| 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 |
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