BERMAN MCALEER
Timonium, MD
AUM
$1.82B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
410-560-9960
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MD, TIMONIUM
9 advisers found
THE L. WARNER COMPANIES, INC
Timonium, MD
AUM
$802.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
410-252-0808
L. K. BENSON & COMPANY, P.C.
Timonium, MD
AUM
$446.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
(410) 494-6680
HERGENROEDER FINANCIAL ADVISORS, INC.
Timonium, MD
AUM
$304.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
410-769-8262
WAYPOINT WEALTH MANAGEMENT
Timonium, MD
AUM
$242.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
410-561-3994
GRIGG FINANCIAL, LLC
Timonium, MD
AUM
$64.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
410-231-7040
JBA FINANCIAL ADVISORS
Timonium, MD
AUM
$30.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
410-584-1491
CAPITAL PORTFOLIO MANAGEMENT, INC.
Timonium, MD
AUM
$16.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
410-667-4575
META WEALTH ADVISORY
Timonium, MD
AUM
$172.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(410) 683-9263
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