GREENSPRING ADVISORS, LLC
Towson, MD
AUM
$6.46B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
39 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
443-564-4600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MD, TOWSON
15 advisers found
FOUNDERS FINANCIAL SECURITIES, LLC
Towson, MD
AUM
$4.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
101 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
410-308-9988
RED OAK FINANCIAL GROUP
Towson, MD
AUM
$1.04B
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
410-321-0168
SFG WEALTH MANAGEMENT
Towson, MD
AUM
$760.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410-825-3200
OLIVER WEALTH MANAGEMENT
Towson, MD
AUM
$340.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(410) 343-7125
CHESAPEAKE FINANCIAL ADVISORS
Towson, MD
AUM
$310.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
410-823-5442
PARTNERSHIP WEALTH MANAGEMENT
Towson, MD
AUM
$234.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(410) 732-2633
THE SIMMONS PARTNERSHIP, INC
Towson, MD
AUM
$216.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
443-470-8000
BLUE CURVE ADVISORY, LLC
Towson, MD
AUM
$125.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
410-339-5771
AUM
$93.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
410-583-7662
WOODS ADVISORY SERVICES LLC
Towson, MD
AUM
$27.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
410-821-6625
DYER FINANCIAL ADVISORY
Towson, MD
AUM
$24.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
410-337-5668
LEGACY FINANCIAL ADVISORS
Towson, MD
AUM
$16.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(410) 280-7202
HOLISTIC PRIVATE WEALTH, LLC
Towson, MD
AUM
—
Financial Planning
Team
1 advisors
Clients
11-25
Fees
Fixed fees
410-877-1586
CAPITAL ADVISOR MANAGEMENT
Towson, MD
AUM
$30.3M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
0 total employees
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410-321-9558
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