Fee-Only Financial Planners in Columbia, 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 Columbia, MD:

Tom Taylor

CPA/PFS

Chesapeake Financial Advisors

Fulton, 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

Mary Thompson

CFP®, CIMA®

ReFrame Financial Planning

Ellicott City, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning,

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

Skyler Hutcheson

CRPC®

FAI Wealth Management, Inc.

Columbia, MD

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

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

James Kantowski

CFP®, CPA, PFS

Bay Point Wealth

Columbia, MD

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

Fee-Only Financial Planner with offices in Annapolis, MD, Columbia, MD, Asheville, NC and Sarasota, FL

Thad Ismart

CFP®, CEPS

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

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

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

Lyn Dippel

CFP®, JD

Bay Point Wealth

Columbia, MD

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

Serving clients locally and nation wide with offices in greater Annapolis and Columbia, MD

William Hufnell

CFP®, CPA, BBA, MS

Bay Point Wealth

Columbia, MD

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

Fee-Only Financial Advisor with offices in Annapolis, MD, Columbia, MD, Asheville, NC and Sarasota, FL

Joseph Manfredi

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Joseph DePatie

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

John Kelly

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Joseph Caputo

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Robert Carpenter

Baltimore-Washington Financial Advisors, Inc.

Columbia, 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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