A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.
Fee-Only Financial Planners in Annapolis, MD:
Patricia Currey
CFP®, CEBS
Currey Financial Consulting, LLC
Edgewater, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planning and Investment Management Located in Edgewater, MD and Serving Central Maryland including Annapolis and the Eastern Shore of Maryland.
James Kantowski
CFP®, CPA, PFS
JSK Financial Services, LLC
Annapolis, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner with offices in Annapolis, MD and Asheville, NC
Barry Korb
CFP®
Lighthouse Financial Planning
Potomac, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Potomac, MD, serving clients locally and across the country
Charles Ryan
CFP®
Atlantic Financial Planning
Annapolis, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Annapolis, MD, serving clients locally and across the country
William Hufnell
CFP®, CPA, BBA, MS
Bay Point Wealth Management
Annapolis, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor with offices in Annapolis, MD and Sarasota, FL
Jane DeLashmutt O'Mara
CFP®
FBB Capital Partners
Annapolis, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only Financial Planner serving the Eastern Shore, Annapolis, Bethesda, the greater Baltimore-Washington metropolitan area, and nationwide.
Martin Hopkins
CFP®
Hopkins Investment Management
Annapolis, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Bringing peace of mind and a defined financial future to young professionals, those heading to retirement and engaged retirees. We help you preserve wealth and use great opportunities to grow it.
Brian Booth
CFP®, MS
Rockwood Wealth Management
Annapolis, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in New Hope, PA & Annapolis, MD. Serving Clients Nationwide
Jaime Quiros
CFP®
FBB Capital Partners
Annapolis, MD
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving the Eastern Shore, Bethesda, MD, the greater Baltimore-Washington metropolitan area, and nationwide.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
