WORTHY FINANCIAL SERVICES
Westminster, MD
AUM
$28.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
410-751-6923
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MD
244 advisers found
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
MIDDLETON ADVISORY
Bethesda, MD
AUM
$26.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
202-503-4015
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
STEELEY ADVISORY, LLC
Bethesda, MD
AUM
$23.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301-263-8519
BUSH RIVER TRUST, LLC
Hunt Valley, MD
AUM
$23.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
410-343-9863
HARMONY WEALTH ADVISORS, LLC
Edgewater, MD
AUM
$22.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
301-742-7330
PERSONAL FINANCIAL PARTNERS
Chevy Chase, MD
AUM
$21.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(202) 910-6240
RASKIN GLOBAL INC.
Phoenix, MD
AUM
$18.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
443-212-1122
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
FOUNTAINHEAD FIDUCIARY, LLC
Solomons, Md, MD
AUM
$12.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(703) 455-7550
PODER WEALTH ADVISORS
Bethesda, MD
AUM
$12.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
6315796407
TIAS PLANNERS
Annapolis, MD
AUM
$10.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
410-248-9000
SERENE FINANCIAL SOLUTIONS
Gaithersburg, MD
AUM
$7.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges · Fixed fees +1 more
240-840-6159
THE WEALTH SYNDICATE LLC
Silver Spring, MD
AUM
$6.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
202-486-6689
AUM
$4.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-747-1839
IFPS
Heidelberg, MD
AUM
$4.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
443-450-4543
CROMWELL INVESTMENT ADVISORY, LLC
College Park, MD
AUM
$3.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
240-667-7234
ISLANDS EAST ADVISORS
Chester, MD
AUM
$3.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
833-303-3278
INVESTABLY LLC
Bethesda, MD
AUM
$2.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
410-348-1611
E. ROGER FINANCIAL GROUP
Largo, MD
AUM
$226K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
301-304-6070
FIRST PERSPECTIVE CAPITAL LLC
National Harbor, MD
AUM
$210K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
240-965-2784
PIEDMONT FINANCIAL CONSULTING
Laurel, MD
AUM
$13K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
2406301113
TERRAFORT CAPITAL LLC
North Bethesda, MD
AUM
$1K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
202-316-2896