PLAN2RETIRE
Hagerstown, MD
AUM
$82.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
240-329-3333
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
461 advisers found
MAIN STREET ADVISORS, LLC
Westminster, MD
AUM
$81.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
410-840-9200
BLUE POINT INVESTMENT MANAGEMENT
Baltimore, MD
AUM
$79.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
443-600-8050
ANCHOR WEALTH ADVISORS, LLC
Cockeysville, MD
AUM
$76.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
443-281-9630
AUM
$74.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
410-956-6003
TRASATTI WEALTH PLANNING, LLC
Baltimore, MD
AUM
$72.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(410) 244-6222
WORCH CAPITAL LLC
Rockville, MD
AUM
$71.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(202) 798-1977
BRIGHTPATH WEALTH ADVISORS LLC
Crofton, MD
AUM
$69.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
443-274-6100
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
BARRACK YARD ADVISORS, LLC
Chevy Chase, MD
AUM
$66.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(202) 870-9566
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
ORTMAN FINANCIAL PLANNING
North Bethesda, MD
AUM
$63.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(301) 799-3140
WEALTHY & WISE FAMILY OFFICE
Columbia, MD
AUM
$63.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410-469-9532
FIVE RIVERS FINANCIAL ADVISORS, LLC
North East, MD
AUM
$55.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
410-287-2155
BLACKFIELD CAPITAL MANAGEMENT LLC
Rockville, MD
AUM
$55.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(301) 245-7545
BLUE MARLIN HOLDCO LLC
Bethesda, MD
AUM
$52.7M
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-213-7885
PICKET FENCE FINANCIAL, LLC
Forest Hill, MD
AUM
$50.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
410-878-2999
BEYOND FINANCIAL PLANNING, LLC
Bethesda, MD
AUM
$49.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
240) 760-1100
OPULENTIA, LLC
Hunt Valley, MD
AUM
$46.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
410-740-6844
LIFETIME FINANCIAL
Takoma Park, MD
AUM
$44.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
202-350-1515
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
SCHIFF WEALTH ADVISORS, LLC
Baltimore, MD
AUM
$40.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
410-321-7706
ELITE FINANCIAL GROUP
Gaithersburg, MD
AUM
$40.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
240-454-7079
AUDIBLE WEALTH MANAGEMENT
Silver Spring, MD
AUM
$39.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
202-430-5227