BUTTONWOOD FINANCIAL ADVISORS, INC.
Baltimore, MD
AUM
$483.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
410-988-2391
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
55 advisers found
ARMSTRONG DIXON
Baltimore, MD
AUM
$447.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
443-563-1111
A.G. CAMPBELL ADVISORY, LLC
Baltimore, MD
AUM
$403.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
410-779-1239
CROMWELL FUNDS
Baltimore, MD
AUM
$368.9M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
888-844-4110
WEALTH PLANNING GROUP
Baltimore, MD
AUM
$360.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410-522-2030
FINANCIAL MANAGEMENT STRATEGIES, LLC
Baltimore, MD
AUM
$350.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
410-779-1276
TECHNOMART RGA INC
Baltimore, MD
AUM
$337.9M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
410-828-6555
MOUNT VERNON ASSOCIATES INC
Baltimore, MD
AUM
$232.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
410-377-9780
BOOSTER, LLC
Baltimore, MD
AUM
$229.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
410-216-1551
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC
Baltimore, MD
AUM
$220.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
443-224-1231
FOUNDRY WEALTH ADVISORS, LLC
Baltimore, MD
AUM
$163.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
443-692-8833
JEMMA FINANCIAL SERVICES
Baltimore, MD
AUM
$139.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
(855) 662-2121
NORTHBROOK FINANCIAL
Baltimore, MD
AUM
$108.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
410-941-9709
BLUE POINT INVESTMENT MANAGEMENT
Baltimore, MD
AUM
$79.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
443-600-8050
TRASATTI WEALTH PLANNING, LLC
Baltimore, MD
AUM
$72.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(410) 244-6222
SCHIFF WEALTH ADVISORS, LLC
Baltimore, MD
AUM
$40.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
410-321-7706
DOCEMPOWERED, LLC
Baltimore, MD
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
410-929-2152
EQUIP, LLC
Baltimore, MD
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
4434750456
HR INVESTMENT CONSULTANTS, INC.
Baltimore, MD
AUM
—
Fee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Hourly charges; Fixed fees
410-296-1081
RESOLVE GROWTH PARTNERS MANAGEMENT CO., LLC
Baltimore, MD
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
443-948-5830
SERENITY WEALTH ADVISORS LLC
Baltimore, MD
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
410-870-7440