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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
12 advisers found
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
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
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
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
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
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
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
WEALTHPLANS, LLC
Frederick, MD
AUM
$219.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
301-695-2800
Full profileNo website
POTOMAC ASSET MANAGEMENT CO INC
Frederick, MD
AUM
$114.3M
Wealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
301.695.9229
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