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:

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

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

Steven Thalheimer

CFP®, BA, MA

Thalheimer Financial Planning, LLC

Silver Spring, MD

Specialties: Goal Setting and Prioritization, Retirement Planning, Insurance, Tax and Estate Planning, Cash Flow & Budgeting, Investment Management, No-Load, Low-Cost, Tax-Efficient Passive/Index Investment Strategies

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

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.

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

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

Bay Point Wealth

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

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

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.

Mary Thompson

CFP®

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

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

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.

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

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 based in Easton, MD, Jane serves clients on the Eastern Shore, Annapolis, Bethesda, the greater Baltimore-Washington metropolitan area, and nationwide.

Lyn Dippel

CFP®, JD

Bay Point Wealth

Annapolis, 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

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

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.

I can work with clients anywhere!

Debbie Gallant

CFP®, RLP, ChFC®, RICP®

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.

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

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

Ryan Townsley

MBA

Town Capital

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, serving clients locally and across the country

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

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

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

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.

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

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

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.

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

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.

Robert Lindstrom

CFP®, EA

Provision Financial Planning

Towson, MD

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

Fee-Only financial planner located in Towson, MD, serving clients locally and nationwide.

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, Columbia, Frederick, MD, and Serving Clients Nationwide

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

Mark Stinson

CPA, CFP®

FAI Wealth Management

Columbia, MD

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

Sam Erdman

CFP®, CWS®, CKA®

Anchor Wealth Advisors

Cockeysville, MD

Lazetta Braxton

Financial Fountains, LLC

Catonsville, MD

Philip Biedronski

CFP®, CPA

Rising Tide Financial Solutions LLC

Nottingham, MD

Timothy Chase

PFS, CFP®

WMS Partners

Towson, MD

Adam Van Deusen

The Family Firm

Bethesda, MD

John Kelly

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Kim Anderson

CFP®

Bay Point Wealth

Annapolis, MD

Michael McCarthy

CFP®, CPA, PFS

Financial Consulate, Inc.

Hunt Valley, MD

Mehmood Nathani

CFP®, CFA, MBA

Altius Financial Advisors, LLC

Bethesda, MD

Roger Bair

CFP®, AIF®

Financial Consulate, Inc.

Hunt Valley, MD

Michael Welsh

Welsh Financial & Accounting Services, LLC

Sykesville, MD

Owen Demmerly

Greenspring Advisors

Towson, MD

Bob Walsh

CFP®

Wealthcare Financial Planning

Cabin John, MD

Jon Powell

CFP®

Ferguson-Johnson Wealth Management

Rockville, MD

David Hofstad

Independent Financial Advisors

Cheverly, MD

Dorie Fain

&Wealth

Baltimore, MD

Benjamin Albright

The Family Firm

Bethesda, MD

Grant Palmer

Waypoint Wealth Management

Timonium, MD

Alexandra Stewart

Buttonwood Financial Advisors

Baltimore, MD

Jeffrey Fountain Jr.

Passive Capital Management

Lutherville, MD

Mike Delaney

CFP®, ChFC®

Northbrook Financial

Baltimore, MD

Sandra Kingsley

CPA, CFP®

FBB Capital Partners

Bethesda, MD

Albert Teplin

PhD, CFP®

Teplin Financial Services, LLC

Rockville, MD

Joseph Caputo

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Robert Carpenter

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Ken Diehl

Cornerstone Financial Planning, Inc.

Gaithersburg, MD

Tyler Kluge

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Ted Halpern

Halpern Financial Inc

Rockville, MD

Michael Marvin

TAM Financial Advisors

Annapolis, MD

Molly Burton

Greenspring Wealth Management, Inc.

Parkton, MD

Vincent Vizachero

CFA®

Denouement Financial Planning

Baltimore, MD

Thomas Bonvissuto

Financial Consulate, Inc.

Hunt Valley, MD

Beth Remick

CFP®, MBA

Ithaka Financial Planning, LLC

Bethesda, MD

Annette Simon

Garnet Group, LLC

Bethesda, MD

Philip Weiss

CFA, CPA

Apprise Wealth Management LLC

Phoenix, MD

Daniel Mong

Greenspring Advisors

Abingdon, MD

Greg Will

Bestgate Wealth Advisors

Woodbine, MD

Michael Mussio

FBB Capital Partners

Bethesda, MD

Patrick Collins

CFP®, EA

Greenspring Advisors

Towson, MD

Diana Batchelor

Lifetime Wealth Planning and Management LLC

Oxon Hill, MD

Matthew Costa

Bestgate Wealth Advisors

North Bethesda, MD

Joseph Manfredi

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

James McGrath

CFP®, CPA, CLU®

Financial Strategies, Inc.

Bethesda, MD

Graham Ewing

CFP®

Financial Consulate, Inc.

Hunt Valley, MD

Maggi Keating

CFP®

FBB Capital Partners

Bethesda, MD

Madison Bennett

Financial Consulate, Inc.

Hunt Valley, MD

Pete Dixon

Waypoint Wealth Management

Timonium, MD

Perry Seiffert

Seiffert Ltd.

Bethesda, MD

Elizabeth Plot

Ballast Point Financial Planning, LLC

Ellicott City, MD

Maria Camacho

The Family Firm

Bethesda, MD

Peter O'Neill

CFP®

Fiduciam Wealth Planning

Towson, MD

Rianka Dorsainvil

CFP®

Your Greatest Contribution

Lanham, MD

Irina Gabidullina

CFP®, APMA

Gallant Financial Planning, LLC

Rockville, MD

Joseph DePatie

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

John Dolan

Dolan Financial Corporation

Silver Spring, MD

Elliot Pepper

Northbrook Financial

Baltimore, MD

Ben Waller

CFA, CFP®

WBH Advisory

Baltimore, MD

Fred Cornelius

Burt Wealth Advisors

Rockville, MD

Drew Tignanelli

CPA, CFP®

Financial Consulate, Inc.

Hunt Valley, MD

Paul Nastasi

A.J. Perry & Company, Inc.

Eldersburg, MD

Liz Gillette

CFP®

MainStreet Financial Planning, Inc.

Odenton, MD

Kirk Kinder

Picket Fence Financial

Bel Air, MD

Alex Price

Financial Consulate, Inc.

Hunt Valley, MD

Charles Bender

CFP®, CPA, MBA

Financial Consulate, Inc.

Hunt Valley, MD

Christopher O'Shea

CFP®, CPA

Financial Consulate, Inc.

Hunt Valley, MD

Mark Humphries

CFP®

Sentinel Financial Planning, LLC

Edgewater, MD

L. Edward O'Hara

Capital Asset Management Services

Silver Spring, MD

Jake Asplundh

Passive Capital Management

Lutherville, MD

Lindsey Young

Quiet Wealth LLC

Baltimore, MD

Gabriel Trasatti

Trasatti Wealth Planning, LLC

Annapolis, MD

Carolyn Nunez

CFP®, MBA

Ithaka Financial Planning, LLC

Bethesda, MD

Denise Leish

MBA

Money Plans

Silver Spring, MD

Darren Straniero

CFP®

OnPlane Financial Advisors

Darnestown, MD

Tim Stolz

Bestgate Wealth Advisors

Annapolis, MD

Stein Olavsrud

FBB Capital Partners

Easton, MD

Nancy Bryant

Bryant Financial Advisory, Inc.

Cockeysville, MD

Chad Norfolk

WMS Partners

Finksburg, MD

Sanjay Jain

Optimal Wealth Group

Potomac, MD

David Malmgren

FBB Capital Partners

Bethesda, MD

Carolyn Walder

Lifetime Wealth Planning and Management LLC

Oxon Hill, MD

ANVAR IZBAKIEV

MBA, CFP®, CPA, USTCP

Serenity Wealth Advisors LLC

Pikesville, 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)

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