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:

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.

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

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

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

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.

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

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

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.

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

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.

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

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.

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.

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

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

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.

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.

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

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

Robert Lindstrom

CFP®, EA

Provision Financial Planning

Towson, MD

Specialties: Comprehensive Financial Planning, Tax Strategies, Investment Management, Student Loans

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

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

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

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

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.

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

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

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

Mark Stinson

CPA, CFP®

FAI Wealth Management

Columbia, MD

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

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

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

The Family Firm

Bethesda, MD

Wesley Lyons

Hopkins Investment Management, LLC

Annapolis, MD

Maggi Keating

FBB Capital Partners

Bethesda, MD

Charles Moore

The Family Firm

Bethesda, MD

Michael Marvin

TAM Financial Advisors

Annapolis, MD

Charles Bender

CFP®, CPA, MBA

Financial Consulate, Inc.

Hunt Valley, MD

Timothy Chase

PFS, CFP®

WMS Partners

Towson, MD

Grant Palmer

Waypoint Wealth Management

Timonium, MD

Nancy Bryant

Bryant Financial Advisory, Inc.

Cockeysville, MD

Aleksandr Seleznev

CFA, CFP®, MBA

May Barnhard Investments LLC

Bethesda, MD

Ted Toal

CFP®

RCS Financial Planning

Annapolis, MD

Albert Teplin

PhD, CFP®

Teplin Financial Services, LLC

Rockville, MD

Debora May

CPA, CFP®, CDFA®

May Barnhard Investments LLC

Bethesda, MD

Jenny Wang

CFP®, CFA

May Barnhard Investments LLC

Bethesda, MD

Carolyn Walder

Lifetime Wealth Planning and Management LLC

Oxon Hill, MD

Dorie Fain

&Wealth

Baltimore, MD

Drew Tignanelli

CPA, CFP®

Financial Consulate, Inc.

Hunt Valley, MD

Veena Kutler

Garnet Group, LLC

Bethesda, MD

Liz Gillette

CFP®

MainStreet Financial Planning, Inc.

Odenton, MD

Sam Erdman

CFP®, CWS®, CKA®

Anchor Wealth Advisors

Cockeysville, MD

Molly Burton

Greenspring Wealth Management, Inc.

Parkton, MD

Perry Seiffert

Seiffert Ltd.

Bethesda, MD

Bob Walsh

CFP®

Wealthcare Financial Planning

Cabin John, MD

Phillip Dyer

Dyer Financial Advisory

Towson, MD

Paul Nastasi

A.J. Perry & Company, Inc.

Eldersburg, MD

Mark Humphries

CFP®

Sentinel Financial Planning, LLC

Edgewater, MD

L. Edward O'Hara

Capital Asset Management Services

Silver Spring, MD

Carolyn Nunez

CFP®, MBA

Ithaka Financial Planning, LLC

Bethesda, MD

Jon Powell

CFP®

Ferguson-Johnson Wealth Management

Rockville, MD

Kim Anderson

CFP®

Bay Point Wealth Management

Annapolis, MD

Patrick Collins

CFP®, EA

Greenspring Advisors

Towson, MD

Jane Rowny

CPA, CFP®, CDFA®

May Barnhard Investments LLC

Bethesda, MD

Irina Gabidullina

CFP®, APMA

Gallant Financial Planning, LLC

Rockville, MD

Joseph Manfredi

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Kirk Kinder

Picket Fence Financial

Bel Air, MD

Lazetta Braxton

Financial Fountains, LLC

Catonsville, MD

David Malmgren

FBB Capital Partners

Bethesda, MD

Annette Simon

Garnet Group, LLC

Bethesda, MD

Owen Demmerly

Greenspring Advisors

Towson, MD

Beth Remick

CFP®, MBA

Ithaka Financial Planning, LLC

Bethesda, MD

Gabriel Trasatti

Trasatti Wealth Planning, LLC

Annapolis, MD

Stephen Daly

The Family Firm

Bethesda, MD

Joseph DePatie

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

James McGrath

CFP®, CPA, CLU®

Financial Strategies, Inc.

Bethesda, MD

John Dolan

Dolan Financial Corporation

Silver Spring, MD

Stein Olavsrud

FBB Capital Partners

Easton, MD

Stacy Bakri

The Family Firm

Bethesda, MD

Philip Weiss

CFA, CPA

Apprise Wealth Management LLC

Phoenix, MD

Tyler Kluge

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Sandra Kingsley

CPA, CFP®

FBB Capital Partners

Bethesda, MD

Benjamin Yeung

FAI Wealth Management, Inc.

Silver Spring, MD

Roger Bair

CFP®, AIF®

Financial Consulate, Inc.

Hunt Valley, MD

Ben Waller

CFA, CFP®

WBH Advisory

Baltimore, MD

Wendy Moyers

CFP®, CDFA®

May Barnhard Investments LLC

Bethesda, MD

Sanjay Jain

Optimal Wealth Group

Potomac, MD

Diana Batchelor

Lifetime Wealth Planning and Management LLC

Oxon Hill, MD

Donald Lord

The Family Firm

Bethesda, MD

Judith Barnhard

CPA, CFP®, CDFA®

May Barnhard Investments LLC

Bethesda, MD

Graham Ewing

CFP®

Financial Consulate, Inc.

Hunt Valley, MD

Shellie Peters

CFP®

The Colony Group

Bethesda, MD

Fred Cornelius

Burt Wealth Advisors

Rockville, MD

Alex Price

Financial Consulate, Inc.

Hunt Valley, MD

Pete Dixon

Waypoint Wealth Management

Timonium, MD

Darren Straniero

CFP®

OnPlane Financial Advisors

Darnestown, MD

Joseph Caputo

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Rianka Dorsainvil

CFP®

Your Greatest Contribution

Lanham, MD

Michael McCarthy

CFP®, CPA, PFS

Financial Consulate, Inc.

Hunt Valley, MD

Chad Norfolk

WMS Partners

Finksburg, MD

Michael Welsh

Welsh Financial & Accounting Services, LLC

Sykesville, MD

Christopher O'Shea

CFP®, CPA

Financial Consulate, Inc.

Hunt Valley, MD

Ted Halpern

Halpern Financial Inc

Rockville, MD

ANVAR IZBAKIEV

MBA, CFP®, CPA, USTCP

Serenity Wealth Advisors LLC

Pikesville, MD

Susan Slowinski

CPA, CFP®

Financial Consulate, Inc.

Hunt Valley, MD

Ken Diehl

Cornerstone Financial Planning, Inc.

Gaithersburg, MD

John Kelly

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Michael Mussio

FBB Capital Partners

Bethesda, MD

Thomas Bonvissuto

Financial Consulate, Inc.

Hunt Valley, MD

Denise Leish

MBA

Money Plans

Silver Spring, MD

David Hofstad

Independent Financial Advisors

Cheverly, MD

Benjamin Albright

The Family Firm

Bethesda, MD

Peter O'Neill

CFP®

Fiduciam Wealth Planning

Towson, MD

Robert Carpenter

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Maria Camacho

The Family Firm

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)

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