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:

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

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

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.

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

Philip Weiss

CFA®, CPA

Apprise Wealth Management LLC

Phoenix, MD

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

Fee-Only financial planner located in Phoenix, 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 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.

Jaime Quiros

CFP®

FBB Capital Partners

Bethesda, MD

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

Fee-Only Financial Planner based in Bethesda, MD, Jaime serves clients in Annapolis, the greater Baltimore-Washington metropolitan area, and nationwide.

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

Elliot Pepper

CPA, CFP®, MST

Northbrook Financial

Baltimore, MD

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

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

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, 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.

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

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, Columbia, MD, Asheville, NC and Sarasota, FL

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 as well as in Fairfax, VA, Rockland County and Manhattan, NY.

Jane DeLashmutt O'Mara

CFP®

FBB Capital Partners

Easton, MD

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

Fee-Only Financial Planner based in Easton, MD, Jane serves clients on the Eastern Shore, Annapolis, 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.

Yvonne Scoggins

Bay Point Wealth

Annapolis, MD

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

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

Emmanuel Henson

CFP®

Gamma Wealth Management

Towson, MD

Specialties: Comprehensive Financial Planning, 401k administration & consulting, Retirement Planning, Investment Management, Tax Planning

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

Daniel Kelly

CFP®, CEBS, ChFC®, CLU®

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

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

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

Jackie Fontana

CFP®

FBB Capital Partners

Bethesda, MD

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

Fee-Only Financial Planner based in Bethesda, MD, Jaime serves clients in Annapolis, the greater Baltimore-Washington metropolitan area, and 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.

Jason Dall'Acqua

CFP®

Crest Wealth Advisors LLC

Annapolis, MD

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

Your trusted financial partner in helping you maximize your money through financial planning and investing.

Elizabeth Yoder

CFP®

Bay Point Wealth

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

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

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

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

Mark Stinson

CPA, CFP®

FAI Wealth Management

Columbia, MD

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

Alex Vela

CFP®

FBB Capital Partners

Bethesda, MD

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

Fee-Only Financial Planner based in Bethesda, MD, Jaime serves clients in Annapolis, 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

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

Irina Gabidullina

CFP®, APMA®, WMCP®

Gallant Financial Planning, 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

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

Chris Yeagle

Honeygo Financial

Perry Hall, MD

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

Fee-Only financial advisor located in Perry Hall, MD serving clients located in Baltimore and the surrounding suburbs.

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

Billy Hufnell

CFP®

Bay Point Wealth

Annapolis, MD

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

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

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

Mike Delaney

CFP®, ChFC®

Northbrook Financial

Baltimore, MD

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

Fee-Only financial planner located in Baltimore, MD, serving clients 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

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

David Creekmore

MBA

Lifetime Financial LLC

Takoma Park, MD

Specialties: Comprehensive Financial Planning, Life Planning and goals, Research Based Investing, Retirement Income Planning, SRI-ESG portfolios

Fee-Only financial planner located in Takoma Park, 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, Columbia, MD, Asheville, NC and Sarasota, FL

Dan Ebinger

CFA®, CFP®

Bay Point Wealth

Annapolis, MD

Specialties: Comprehensive Financial Planning, Investment Portfolio Management, Insurance Analysis, Tax Planning, Retirement Income Planning

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

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

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

Mehmood Nathani

CFP®, CFA, MBA

Altius Financial Advisors, LLC

Bethesda, MD

Bob Walsh

CFP®

Wealthcare Financial Planning, LLC

Cabin John, MD

Lawrence Post

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

John Kelly

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Elizabeth Plot

Ballast Point Financial Planning, LLC

Columbia, MD

Graham Ewing

CFP®

Financial Consulate, Inc.

Hunt Valley, MD

Darren Straniero

CFP®

OnPlane Financial Advisors

Darnestown, MD

Elizabeth Remick

CFP®, MBA

Ithaka Financial Planning

Bethesda, MD

Joseph DePatie

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Molly Burton

Greenspring Advisors

Towson, MD

Peter O'Neill

CFP®

Fiduciam Wealth Planning

Towson, MD

Mark Humphries

CFP®

Sentinel Financial Planning, LLC

Edgewater, MD

Michael Mussio

FBB Capital Partners

Bethesda, MD

Lindsey Young

Quiet Wealth LLC

Baltimore, MD

Michael Welsh

Welsh Financial & Accounting Services, LLC

Sykesville, MD

Ted Halpern

Halpern Financial Inc

Rockville, MD

James McGrath

CFP®, CPA, CLU®

Financial Strategies, Inc.

Bethesda, MD

Madison Bennett

Financial Consulate, Inc.

Hunt Valley, MD

Fred Cornelius

Burt Wealth Advisors

Rockville, MD

Kirk Kinder

Picket Fence Financial

Bel Air, MD

Sandra Kingsley

CPA, CFP®

FBB Capital Partners

Bethesda, MD

Gina Kiefer

The Family Firm

Bethesda, MD

Stein Olavsrud

FBB Capital Partners

Easton, MD

Albert Teplin

PhD, CFP®

Teplin Financial Services, LLC

Rockville, MD

Charles Bender

CFP®, CPA, MBA

Financial Consulate, Inc.

Hunt Valley, MD

Alexandra Stewart

CFP®

Buttonwood Financial Advisors

Baltimore, MD

David Malmgren

FBB Capital Partners

Bethesda, MD

L. Edward O'Hara

Capital Asset Management Services

Silver Spring, MD

Liz Gillette

MainStreet Financial Planning, Inc.

Odenton, MD

Rianka Dorsainvil

CFP®

Your Greatest Contribution

Lanham, MD

Sam Erdman

CFP®, CWS®, CKA®

Anchor Wealth Advisors, LLC

Cockeysville, MD

Annette Simon

Garnet Group, LLC

Bethesda, MD

Jeffrey Fountain Jr.

Passive Capital Management

Lutherville, MD

Joseph Caputo

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

John Dolan

Dolan Financial Corporation

Silver Spring, MD

Paul Nastasi

A.J. Perry & Company, Inc.

Eldersburg, MD

Chad Norfolk

WMS Partners

Finksburg, MD

Sien Vernyns

The Family Firm

Bethesda, MD

Gabriel Trasatti

Trasatti Wealth Planning, LLC

Baltimore, MD

Andrew Tignanelli

CPA, CFP®

Financial Consulate, Inc.

Hunt Valley, MD

Matthew Smiler

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Patrick Daniels

Facet Wealth

Baltimore, MD

Kim Anderson

CFP®

Bay Point Wealth

Annapolis, MD

Denise Leish

MBA

Money Plans

Silver Spring, MD

Benjamin Albright

The Family Firm

Bethesda, MD

Grant Palmer

Waypoint Wealth Management

Timonium, MD

Jonathan Weiss

Bethesda, MD

Maria Camacho

The Family Firm

Bethesda, MD

Joseph Powanda

Bay Point Wealth

Annapolis, MD

Adam Van Deusen

The Family Firm

Bethesda, MD

Joseph Manfredi

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Tim Stolz

Bestgate Wealth Advisors

Annapolis, MD

Matthew Costa

Bestgate Wealth Advisors

North Bethesda, MD

Jon Powell

CFP®

Ferguson-Johnson Wealth Management

Rockville, MD

Javier Diaz

Accessible Financial Planning, Inc

Rockville, MD

Philip Biedronski

CFP®, CPA

Rising Tide Financial Solutions LLC

Nottingham, MD

Pete Dixon

Waypoint Wealth Management

Timonium, MD

Vincent Vizachero

CFA®

Denouement Financial Planning LLC

Baltimore, MD

Michael McCarthy

CFP®, CPA, PFS

Financial Consulate, Inc.

Hunt Valley, MD

Robert Carpenter

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Liz Gillette

CFP®

MainStreet Financial Planning, Inc.

Odenton, MD

Nancy Bryant

Bryant Financial Advisory, Inc.

Cockeysville, MD

Sanjay Jain

Optimal Wealth Group

Potomac, MD

Carolyn Nunez

CFP®, MBA

Ithaka Financial Planning

Bethesda, MD

Tyler Kluge

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Daniel Mong

Greenspring Advisors

Abingdon, MD

Owen Demmerly

Greenspring Advisors

Towson, MD

Greg Will

Bestgate Wealth Advisors

Woodbine, MD

David Hofstad

Independent Financial Advisors

Cheverly, MD

Thomas Bonvissuto

Financial Consulate, Inc.

Hunt Valley, MD

Roger Bair

CFP®, AIF®

Financial Consulate, Inc.

Hunt Valley, MD

Zack Hubbard

Greenspring Advisors

Towson, MD

Lazetta Braxton

Financial Fountains, LLC

Catonsville, MD

Patrick Collins

CFP®, EA

Greenspring Advisors

Towson, MD

Ben Waller

CFA, CFP®

WBH Advisory

Baltimore, MD

Michael Marvin

TAM Financial Advisors

Annapolis, MD

Perry Seiffert

Seiffert Ltd.

Bethesda, MD

John Petrofsky

FBB Capital Partners

Bethesda, MD

Timothy Chase

PFS, CFP®

WMS Partners

Towson, MD

Robert Boehner

CFP®, CPA

Financial Consulate, Inc.

Hunt Valley, MD

Emmanuel Henson

Gamma Wealth Management

Towson, MD

Ken Diehl

Cornerstone Financial Planning, Inc.

Gaithersburg, MD

Maggi Keating

CFP®

FBB Capital Partners

Bethesda, MD

Dorie Fain

&Wealth

Baltimore, MD

Jake Asplundh

Passive Capital Management

Lutherville, MD

Martin Hopkins

CFP®

Hopkins Investment Management

Annapolis, 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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