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

Showing Financial Planning advisors in MD

244 advisers found

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

ATCAP PARTNERS, LLC

Rockville, MD

AUM

$195.5M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

23 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

866-842-3356

Full profileNo website

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

Full profileNo website

CLARK COMPANY

Annapolis, MD

AUM

$138.2M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

410-544-1641

Full profileNo website

COBALT FINANCIAL PARTNERS LLC

Sykesville, MD

AUM

$98.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

410-309-4200

Full profileNo website

CWM FINANCIAL GROUP, INC.

Rockville, MD

AUM

$94.7M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

(301) 840-1188

Full profileNo website

JACQUES ADVISORS, LLC

Rockville, MD

AUM

$88.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

301-738-1303

Full profileNo website

BAYVIEW INVESTMENT COUNSEL, INC

Stevensville, MD

AUM

$30.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

410-604-2458

Full profileNo website

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

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

TOTAL RETURN CAPITAL

Linthicum Heights, MD

AUM

$9.7M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

410-949-7673

Full profileNo website

ADDAX BRIDGE FINANCIAL

Potomac, MD

AUM

$0

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

240-292-9478

Full profileNo website

DECISIONS, LLC

Baltimore, MD

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Hourly charges · Fixed fees +1 more

410-837-3253

Full profileNo website

EM LEADERS, LLC

Bethesda, MD

AUM

$0

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

202-550-3850

Full profileNo website
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