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:

Jaime Quiros

CFP®

FBB Capital Partners

Bethesda, 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.

Jane DeLashmutt O'Mara

CFP®

FBB Capital Partners

Bethesda, 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.

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

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

Christopher P. Parr

CFP®, MBA

Parr Financial Solutions, Inc.

Columbia, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management

Fee-Only Wealth Manager and business owner with over 25 years of experience, based in Columbia , MD and serving clients nationwide.

Steven Jefferys

CFP®, CFA, MBA

Arch Financial Advisors, LLC

Bethesda, MD

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

Fee-Only Financial Planner located in Bethesda, MD and serving the entire Washington D.C. and McLean, VA area

Kathleen Hastings

CFP®, CLU®, ChFC®, CASL®

FBB Capital Partners

Bethesda, MD

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

Fee-Only Financial Planner serving the greater Baltimore-Washington metropolitan area, to include northern Virginia, Maryland, District of Columbia, and nationwide.

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.

Mehmood Nathani

CFP®, CFA, MBA

Altius Financial Advisors, LLC

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

Veena Kutler

Garnet Group, LLC

Bethesda, MD

Perry Seiffert

Seiffert Ltd.

Bethesda, MD

Wendy Moyers

CFP®, CDFA®

May Barnhard Investments LLC

Bethesda, MD

Annette Simon

Garnet Group, LLC

Bethesda, MD

David Malmgren

FBB Capital Partners

Bethesda, MD

Maria Camacho

The Family Firm

Bethesda, MD

Charles Moore

The Family Firm

Bethesda, MD

Benjamin Albright

The Family Firm

Bethesda, MD

Nathan Gendelman

The Family Firm

Bethesda, MD

Carolyn Nunez

CFP®, MBA

Ithaka Financial Planning, LLC

Bethesda, MD

Judith Barnhard

CPA, CFP®, CDFA®

May Barnhard Investments LLC

Bethesda, MD

Stephen Daly

The Family Firm

Bethesda, MD

Sandra Kingsley

CPA, CFP®

FBB Capital Partners

Bethesda, MD

Michael Mussio

FBB Capital Partners

Bethesda, MD

Shellie Peters

CFP®

The Colony Group

Bethesda, MD

Stacy Bakri

The Family Firm

Bethesda, MD

Maggi Keating

FBB Capital Partners

Bethesda, MD

James McGrath

CFP®, CPA, CLU®

Financial Strategies, Inc.

Bethesda, MD

Donald Lord

The Family Firm

Bethesda, MD

Aleksandr Seleznev

CFA, CFP®, MBA

May Barnhard Investments LLC

Bethesda, MD

Jenny Wang

CFP®, CFA

May Barnhard Investments LLC

Bethesda, MD

Debora May

CPA, CFP®, CDFA®

May Barnhard Investments LLC

Bethesda, MD

Beth Remick

CFP®, MBA

Ithaka Financial Planning, LLC

Bethesda, MD

Jane Rowny

CPA, CFP®, CDFA®

May Barnhard Investments LLC

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

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