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Filter by name, location, or specialty. All data from public SEC filings.

Showing Financial Planning advisors in MD, FREDERICK

11 advisers found

VERIDIAN CAPITAL PARTNERS

Frederick, MD

AUM

$551.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

6 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

(301) 228-9300

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TURNING POINT FINANCIAL

Frederick, MD

AUM

$339.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

15 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

301-846-9336

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BESTGATE WEALTH ADVISORS, LLC

Frederick, MD

AUM

$162.4M

Financial PlanningWealth MgmtTrusts & Estates

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

301-662-7220

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MOORE WEALTH

Frederick, MD

AUM

$156.9M

Financial PlanningWealth MgmtTrusts & Estates

Team

5 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

(301) 631-1207

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RED SKY CAPITAL MANAGEMENT

Frederick, MD

AUM

$91.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM; Hourly charges

301-865-6198

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NORTHPEAK FINANCIAL, INC.

Frederick, MD

AUM

$66.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

240-515-0113

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MONOCACY WEALTH MANAGEMENT, LLC

Frederick, MD

AUM

$43.5M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

301-694-9712

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MURRAY FINANCIAL GROUP, INC.

Frederick, MD

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Hourly charges · Fixed fees +2 more

301-682-9876

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WEALTHPLANS, LLC

Frederick, MD

AUM

$219.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM; Hourly charges

301-695-2800

Full profileNo website

CADENCE PLANNING, LLC

Frederick, MD

AUM

$12.0M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

301-371-5104

Full profileNo website

CATHARINE FAIRLEY PLANNING GROUP LLC

Frederick, MD

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Hourly charges

301-378-0176

Full profileNo website