Fee-Only Financial Planners in Maryland

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 Maryland:

Mark Stinson

CPA, CFP®

FAI Wealth Management

Columbia, MD

Specialties: Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Services, Education Planning

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

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.

Clark Kendall

CFP®, CFA, AEP®

Kendall Capital

Rockville, MD

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

Fee-Only Financial Advisor located in Rockville, MD and serving Middle Class Millionaires in the Washington, D.C. Area.

Wayne Patterson

CPA, CFA, AIF®

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

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

I can work with clients anywhere!

Debbie Gallant

CFP®, CRPC®, RLP, ChFC®

Gallant Financial Planning

Rockville, MD

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

We help you establish your financial and investment planning goals. Then, we work together to get you to your goals - with a solid financial foundation and peace of mind.

Lyn Dippel

CFP®, JD

FAI Wealth Management

Columbia, MD

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

Serving clients in the greater Baltimore, Annapolis as well as nation-wide with offices in Columbia, MD

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.

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

Thad Ismart

CFP®

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

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

Jay Levin

CFP®

Investment Planning Associates, Inc.

Rockville, MD

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

Fee Only Financial Planner Located in Rockville, MD and Serving Clients 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.

Christopher Brown

CFP®, MBA, AIF®

Ivy League Financial Advisors LLC

Rockville, MD

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

Fee-Only Financial Advisor serving metropolitan Washington, DC area and around the world

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.

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

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

Thomas Conway

JD, CFP®, AEP®, CLU®, CIMA®, CPWA®, AIF®, RICP®, CRC®, CPO

Connemara Group

Rockville, MD

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

No hidden agendas. No product sales. No commissions. Just an unswerving commitment to helping you manage, protect, and grow your resources.

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

Jon Powell

CFP®

Ferguson-Johnson Wealth Management

Rockville, MD

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

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

I can work with clients anywhere!

Tim Baker

CFP®

Your Financial Pharmacist

Baltimore, MD

Specialties: Comprehensive Financial Planning, Student Loan Analysis, Organization & Budgeting, Investment Management, Tax Prep & Planning, College Education Planning

Fee-Only Financial Planner located in Baltimore, MD and serving young professionals and pharmacists across the country using virtual meeting technology.

Steven Thalheimer

CFP®, BA, MA

Thalheimer Financial Planning, LLC

Silver Spring, MD

Specialties: Integrated, Holistic Financial Planning, Goal Setting and Prioritization, Retirement Planning, Insurance, Tax and Estate Planning, Cash Flow & Budgeting, Investment Management

Fee-Only Financial Advisor serving the Washington, DC area from an office in Silver Spring, 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.

Douglas Robinson

MSFP

DouglasBradley LLC

Bel Air, MD

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

Fee Only Financial Planner Located in Bel Air, MD and Serving Clients Nationwide

Jane DeLashmutt O'Mara

CFP®

FBB Capital Partners

Easton, 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.

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 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.

Tom Taylor

CPA/PFS

Chesapeake Financial Advisors

Towson, MD

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

Fee Only Financial Planner With Offices in Towson and Columbia, MD and Serving Clients Nationwide

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

Scarlett Che

CFP®, CRPC®

Connemara Group LLC

Rockville, MD

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

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

Nathan Gendelman

The Family Firm

Bethesda, MD

Thomas Bonvissuto

Financial Consulate, Inc.

Hunt Valley, MD

Ted Halpern

Halpern Financial Inc

Rockville, MD

Judith Barnhard

CPA, CFP®, CDFA®

May Barnhard Investments LLC

Bethesda, MD

Stacy Bakri

The Family Firm

Bethesda, MD

Bob Walsh

CFP®

Wealthcare Financial Planning

Cabin John, MD

Ken Diehl

Cornerstone Financial Planning, Inc.

Gaithersburg, MD

Rianka Dorsainvil

CFP®

Your Greatest Contribution

Lanham, MD

Carolyn Walder

Lifetime Wealth Planning and Management LLC

Oxon Hill, MD

Maggi Keating

FBB Capital Partners

Bethesda, MD

Christopher O'Shea

CFP®, CPA

Financial Consulate, Inc.

Hunt Valley, MD

Ben Waller

CFA, CFP®

WBH Advisory

Baltimore, MD

Timothy Chase

PFS, CFP®

WMS Partners

Towson, MD

Perry Seiffert

Seiffert Ltd.

Bethesda, MD

Molly Goetz

CFP®, CDFA®

Greenspring Advisors

Towson, MD

Nancy Bryant

Bryant Financial Advisory, Inc.

Cockeysville, MD

Michael Marvin

TAM Financial Advisors

Annapolis, MD

Paul Nastasi

A.J. Perry & Company, Inc.

Eldersburg, MD

Irina Gabidullina

CFP®, APMA

Gallant Financial Planning, LLC

Rockville, MD

Susan Slowinski

CPA, CFP®

Financial Consulate, Inc.

Hunt Valley, MD

Joseph DePatie

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Drew Tignanelli

CPA, CFP®

Financial Consulate, Inc.

Hunt Valley, MD

Tyler Kluge

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Mitchell Ludwig

The Family Firm

Bethesda, MD

Darren Straniero

CFP®

OnPlane Financial Advisors

Darnestown, MD

Denise Leish

Money Plans

Silver Spring, MD

Charles Moore

The Family Firm

Bethesda, MD

Benjamin Albright

The Family Firm

Bethesda, MD

Sanjay Jain

Optimal Wealth Group

Potomac, MD

Molly Burton

Greenspring Wealth Management, Inc.

Parkton, MD

Michael Mussio

FBB Capital Partners

Bethesda, MD

David Malmgren

FBB Capital Partners

Bethesda, MD

Patrick Collins

CFP®, EA

Greenspring Advisors

Towson, MD

Michael Welsh

Welsh Financial & Accounting Services, LLC

Sykesville, MD

John Kelly

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Stein Olavsrud

FBB Capital Partners

Easton, MD

Sien Vernyns

The Family Firm

Bethesda, MD

Donald Lord

The Family Firm

Bethesda, MD

Diana Batchelor

Lifetime Wealth Planning and Management LLC

Oxon Hill, MD

Annette Simon

Garnet Group, LLC

Bethesda, MD

Robert Carpenter

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

John Dolan

Dolan Financial Corporation

Silver Spring, MD

Philip Weiss

CFA, CPA

Apprise Wealth Management LLC

Phoenix, MD

Sandra Kingsley

CPA, CFP®

FBB Capital Partners

Bethesda, MD

Roger Bair

CFP®, AIF®

Financial Consulate, Inc.

Hunt Valley, MD

Benjamin Yeung

FAI Wealth Management, Inc.

Silver Spring, MD

Dorie Fain

&Wealth

Baltimore, MD

Kirk Kinder

Picket Fence Financial

Bel Air, MD

Carolyn Nunez

CFP®, MBA

Ithaka Financial Planning, LLC

Bethesda, MD

Michael McCarthy

CFP®, CPA, PFS

Financial Consulate, Inc.

Hunt Valley, MD

Mark Humphries

CFP®

Sentinel Financial Planning, LLC

Edgewater, MD

Graham Ewing

CFP®

Financial Consulate, Inc.

Hunt Valley, MD

Peter O'Neill

CFP®

Fiduciam Wealth Planning

Towson, MD

Wesley Lyons

Hopkins Investment Management, LLC

Annapolis, MD

Shellie Peters

CFP®

The Colony Group

Bethesda, MD

Grant Palmer

Waypoint Wealth Management

Timonium, MD

Kim Anderson

CFP®

Bay Point Wealth Management

Annapolis, MD

Debora May

CPA, CFP®, CDFA®

May Barnhard Investments LLC

Bethesda, MD

Lazetta Braxton

Financial Fountains, LLC

Catonsville, MD

L. Edward O'Hara

Capital Asset Management Services

Silver Spring, MD

Stephen Daly

The Family Firm

Bethesda, MD

Phillip Dyer

Dyer Financial Advisory

Towson, MD

Jenny Wang

CFP®, CFA

May Barnhard Investments LLC

Bethesda, MD

Charles Bender

CFP®, CPA, MBA

Financial Consulate, Inc.

Hunt Valley, MD

Joseph Manfredi

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Maria Camacho

The Family Firm

Bethesda, MD

James McGrath

CFP®, CPA, CLU®

Financial Strategies, Inc.

Bethesda, MD

Jane Rowny

CPA, CFP®, CDFA®

May Barnhard Investments LLC

Bethesda, MD

Wendy Moyers

CFP®, CDFA®

May Barnhard Investments LLC

Bethesda, MD

Albert Teplin

PhD, CFP®

Teplin Financial Services, LLC

Rockville, MD

Elizabeth Yoder

The Family Firm

Bethesda, MD

Joseph Caputo

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Pete Dixon

Waypoint Wealth Management

Timonium, MD

Liz Gillette

CFP®

MainStreet Financial Planning, Inc.

Odenton, MD

David Hofstad

Independent Financial Advisors

Cheverly, MD

ANVAR IZBAKIEV

MBA, CFP®, CPA, USTCP

Serenity Wealth Advisors LLC

Pikesville, MD

Robert Lindstrom

CFP®

Financial Consulate, Inc.

Hunt Valley, MD

Fred Cornelius

Burt Wealth Advisors

Rockville, MD

Beth Remick

CFP®, MBA

Ithaka Financial Planning, LLC

Bethesda, MD

Gabriel Trasatti

Trasatti Wealth Planning, LLC

Annapolis, MD

Veena Kutler

Garnet Group, LLC

Bethesda, MD

Ted Toal

CFP®

RCS Financial Planning

Annapolis, MD

Aleksandr Seleznev

CFA, CFP®, MBA

May Barnhard Investments LLC

Bethesda, MD

Chad Norfolk

WMS Partners

Finksburg, 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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