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:

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

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.

I can work with clients anywhere!

Tim Baker

CFP®

Script Financial

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 clients across the country using virtual meeting technology.

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

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.

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

James McGrath

CFP®, CPA, CLU®

Financial Strategies, Inc.

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 Clients Nationwide

Lyn Dippel

CFP®, JD

FAI Wealth Management

Columbia, MD

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

Serving clients nation-wide with offices in Columbia, MD serving the greater Baltimore, Annapolis 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.

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

Bob Walsh

CFP®

Wealthcare Financial Planning

Cabin John, MD

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

Fee-Only Financial Planner serving the Washington DC area and women planning their retirement

Beth Remick

CFP®, MBA

Ithaka Financial Planning, LLC

Bethesda, MD

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

Fee-Only Financial Planner serving clients nationwide from offices in Bethesda, MD and Mattapoisett, MA.

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.

Ted Toal

CFP®

RCS 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

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

Steven Thalheimer

CFP®, BA, MA

Thalheimer Financial Planning

Silver Spring, MD

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

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

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.

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

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!

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.

Robert Sinsheimer

CFP®, CPA, MBA

Modera Wealth Management

Rockville, MD

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

We provide objective advice, personal attention, and comprehensive resources to help our clients reach their unique goals.

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

Mark Stinson

CPA, CFP®

FAI Wealth Management

Columbia, MD

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

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

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.

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

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

Javier Diaz

CFP®, CRPC®, AFC®

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

Jane O'Mara

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.

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

Mary Thompson

CFP®, CASL®

FAI Wealth Management, Inc.

Columbia, MD

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

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

Albert Teplin

PhD, CFP®

Teplin Financial Services, LLC

Rockville, MD

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

​Fee-only. No commissions. No products for sale. Your payment is our only compensation.

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

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.

Carolyn Nunez

CFP®, MBA

Ithaka Financial Planning, LLC

Bethesda, MD

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

Fee-Only Financial Planner serving clients nationwide from offices in Fairhaven, MA and Bethesda, MD.

Michael Marvin

TAM Financial Advisors

Annapolis, MD

Joseph Caputo

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Fred Cornelius

Burt Wealth Advisors

Rockville, MD

Annette Simon

Garnet Group, LLC

Bethesda, MD

Phillip Dyer

Dyer Financial Advisory

Towson, MD

Drew Tignanelli

Financial Consulate, Inc.

Hunt Valley, MD

John Kelly

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Charles Moore

The Family Firm

Bethesda, MD

Elizabeth Yoder

The Family Firm

Bethesda, MD

Michael McCarthy

Financial Consulate, Inc.

Hunt Valley, MD

Christopher O'Shea

Financial Consulate, Inc.

Hunt Valley, MD

Kirk Kinder

Picket Fence Financial

Bel Air, MD

Paul Nastasi

A.J. Perry & Company, Inc.

Eldersburg, MD

Timothy Chase

WMS Partners

Towson, MD

Robert Carpenter

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Sanjay Jain

Optimal Wealth Group

Potomac, MD

Lazetta Braxton

Financial Fountains, LLC

Catonsville, MD

Molly Burton

Greenspring Wealth Management, Inc.

Parkton, MD

L. Edward O'Hara

Capital Asset Management Services

Silver Spring, MD

Gabriel Trasatti

Trasatti Wealth Planning, LLC

Annapolis, MD

Rianka Dorsainvil

CFP®

Your Greatest Contribution

Lanham, MD

Peter O'Neill

Fiduciam Wealth Planning

Towson, MD

Maggi Keating

FBB Capital Partners

Bethesda, MD

Wendy Moyers

CFP®, CDFA®

May Barnhard Investments LLC

Bethesda, MD

Denise Leish

Money Plans

Silver Spring, MD

Michael Mussio

FBB Capital Partners

Bethesda, MD

Sandra Kingsley

FBB Capital Partners

Bethesda, MD

Charles Bender

Financial Consulate, Inc.

Hunt Valley, MD

David Malmgren

FBB Capital Partners

Bethesda, MD

Roger Bair

Financial Consulate, Inc.

Hunt Valley, MD

Stein Olavsrud

FBB Capital Partners

Easton, MD

Philip Weiss

CFA, CPA

Apprise Wealth Management LLC

Phoenix, MD

David Hofstad

Independent Financial Advisors

Cheverly, MD

Nathan Gendelman

The Family Firm

Bethesda, MD

Wayne Patterson

FAI Wealth Management, Inc.

Columbia, MD

Thomas Bonvissuto

Financial Consulate, Inc.

Hunt Valley, MD

John Dolan

Dolan Financial Corporation

Silver Spring, MD

Patrick Ortman

Ortman Financial Planning

Annapolis, MD

Wesley Lyons

Hopkins Investment Management, LLC

Annapolis, MD

Carolyn Walder

Lifetime Wealth Planning and Management LLC

Oxon Hill, MD

Veena Kutler

Garnet Group, LLC

Bethesda, MD

Maria Camacho

The Family Firm

Bethesda, MD

Graham Ewing

Financial Consulate, Inc.

Hunt Valley, MD

Molly Goetz

CFP®, CDFA®

Greenspring Advisors

Towson, MD

Nancy Bryant

Bryant Financial Advisory, Inc.

Cockeysville, MD

Michael Welsh

Welsh Financial & Accounting Services, LLC

Sykesville, MD

Grant Palmer

Waypoint Wealth Management

Timonium, MD

Dorie Fain

&Wealth

Baltimore, MD

Robert Lindstrom

Financial Consulate, Inc.

Hunt Valley, MD

Ted Halpern

Halpern Financial Inc

Rockville, MD

Ben Waller

CFA, CFP®

WBH Advisory

Baltimore, MD

Benjamin Albright

The Family Firm

Bethesda, MD

Patrick Collins

Greenspring Wealth Management, Inc.

Towson, MD

Sien Vernyns

The Family Firm

Bethesda, MD

Joseph Manfredi

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Donald Lord

The Family Firm

Bethesda, MD

Pete Dixon

Waypoint Wealth Management

Timonium, MD

Stephen Daly

The Family Firm

Bethesda, MD

Diana Batchelor

Lifetime Wealth Planning and Management LLC

Oxon Hill, MD

Mitchell Ludwig

The Family Firm

Bethesda, MD

Ken Diehl

Cornerstone Financial Planning, Inc.

Gaithersburg, MD

Benjamin Yeung

FAI Wealth Management, Inc.

Silver Spring, MD

Susan Slowinski

CPA, CFP®

Financial Consulate, Inc.

Hunt Valley, MD

Stacy Bakri

The Family Firm

Bethesda, MD

Chad Norfolk

WMS Partners

Finksburg, MD

Susan Fulton

FBB Capital Partners

Bethesda, MD

Perry Seiffert

Seiffert Ltd.

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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