1919 INVESTMENT COUNSEL, LLC
Baltimore, MD
AUM
$26.04B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
52 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
410-454-2171
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MD, BALTIMORE
19 advisers found
D.F. DENT AND COMPANY, INC.
Baltimore, MD
AUM
$7.88B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
1-10
Fees
Percentage of AUM
410-837-2544
WBH ADVISORY, INC.
Baltimore, MD
AUM
$1.74B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
410-653-7979
CHAPIN DAVIS ASSET MANAGEMENT
Baltimore, MD
AUM
$642.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410-435-3200
&WEALTH PARTNERS
Baltimore, MD
AUM
$508.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
410-844-3300
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
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
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
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
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
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
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
SERENITY WEALTH ADVISORS LLC
Baltimore, MD
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
410-870-7440
DECISIONS, LLC
Baltimore, MD
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
410-837-3253
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