Fee-Only Financial Planners in Bethesda, MD

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 Bethesda, MD:

Stacy Bakri

CFP®, CDFA®

The Family Firm

Bethesda, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Bethesda, MD, serving clients locally and across the country

Charles Moore

CFP®

The Family Firm

Bethesda, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Bethesda, MD, serving clients locally and across the country

Brad Sherman

Sherman Wealth Management

Gaithersburg, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner serving the greater Washington D.C. area, and clients across the country

Nathan Gendelman

MBA

The Family Firm

Bethesda, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Bethesda, MD, serving clients locally and across the country

Matthew Brock

CFP®

Divergent Planning

Bethesda, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Bethesda, MD, serving clients locally in Maryland, Virginia, and Washington, DC and across the country

Tom Taylor

CPA/PFS

Chesapeake Financial Advisors

Chevy Chase, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner with Offices in Towson, Columbia, Frederick, MD, and Serving Clients Nationwide

Stephen Daly

CFP®, CIMA®

The Family Firm

Bethesda, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Bethesda, MD, serving clients locally and across the country

I can work with clients anywhere!

Ben Brown

CFP®, EA

Entelechy

Bethesda, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning & Preparation

Entelechy is a flat fee-only financial life planning & investment management company. Our mission is to help people use money as a tool to realize life goals and reach their full potential. No sales. No minimums. No hidden fees. No nonsense.

Patrick Ortman

CFP®

Ortman Financial Planning

Bethesda, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Military and Federal Employee Benefits

Fee-Only financial planner located in Bethesda, MD, serving clients locally and across the country

Donald Lord

CFP®, CPWA®

The Family Firm

Bethesda, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Bethesda, MD, serving clients locally and across the country

Sien Vernyns

The Family Firm

Bethesda, MD

Jane DeLashmutt O'Mara

CFP®

FBB Capital Partners

Bethesda, MD

Jackie Fontana

CFP®

FBB Capital Partners

Bethesda, MD

John Petrofsky

FBB Capital Partners

Bethesda, MD

Perry Seiffert

Seiffert Ltd.

Bethesda, MD

Maria Camacho

The Family Firm

Bethesda, MD

Carolyn Nunez

CFP®, MBA

Ithaka Financial Planning

Bethesda, MD

Alex Vela

CFP®

FBB Capital Partners

Bethesda, MD

Jaime Quiros

CFP®

FBB Capital Partners

Bethesda, MD

Maggi Keating

CFP®

FBB Capital Partners

Bethesda, MD

Barry Korb

CFP®

Lighthouse Financial Planning

Potomac, MD

Gina Kiefer

The Family Firm

Bethesda, MD

Annette Simon

Garnet Group, LLC

Bethesda, MD

Elizabeth Remick

CFP®, MBA

Ithaka Financial Planning

Bethesda, MD

Benjamin Albright

The Family Firm

Bethesda, MD

Sandra Kingsley

CPA, CFP®

FBB Capital Partners

Bethesda, MD

Michael Mussio

FBB Capital Partners

Bethesda, MD

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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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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