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:

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

Ryan Townsley

CFP®

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

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.

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

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

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

Yvonne Scoggins

AAMS®, FPQP®

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

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.

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

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

Billy Hufnell

CFP®

Bay Point Wealth

Annapolis, MD

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

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

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.

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

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

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

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

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.

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

James Kantowski

CFP®, CPA, PFS

Bay Point Wealth

Annapolis, MD

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

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

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

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

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

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

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

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

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.

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.

Lindsey Young

MBA, CEPA

Quiet Wealth LLC

Baltimore, MD

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, LGBTQ-Specific Planning Issues, Small Business Owners

Fee-Only financial planner located in Baltimore, MD, serving LGBTQ 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.

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.

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!

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.

Christopher Brown

CFP®, MBA, AIF®

Ivy League Financial Advisors LLC

Rockville, MD

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

Helping our clients create incredible lives of significance to take care of the people they love, support the causes they care about, and to make a difference in the world.

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.

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

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

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

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.

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

Carolyn Nunez

CFP®, MBA

Ithaka Financial Planning

Bethesda, MD

Grant Palmer

Waypoint Wealth Management

Timonium, MD

Perry Seiffert

Seiffert Ltd.

Bethesda, MD

Jake Asplundh

Passive Capital Management

Lutherville, MD

Joseph DePatie

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Benjamin Albright

The Family Firm

Bethesda, MD

Owen Demmerly

Greenspring Advisors

Towson, MD

Robert Boehner

CFP®, CPA

Financial Consulate, Inc.

Hunt Valley, MD

Gina Kiefer

The Family Firm

Bethesda, MD

Maggi Keating

CFP®

FBB Capital Partners

Bethesda, MD

David Hofstad

Independent Financial Advisors

Cheverly, MD

Michael Marvin

TAM Financial Advisors

Annapolis, MD

Peter O'Neill

CFP®

Fiduciam Wealth Planning

Towson, MD

Matt Bacon

Carmichael Hill & Associates

Gaithersburg, MD

Liz Gillette

CFP®

MainStreet Financial Planning, Inc.

Odenton, MD

David Malmgren

FBB Capital Partners

Bethesda, MD

Ken Diehl

Cornerstone Financial Planning, Inc.

Gaithersburg, MD

Sien Vernyns

The Family Firm

Bethesda, MD

Molly Burton

Greenspring Advisors

Towson, MD

Jay Levin

CFP®

Investment Planning Associates, Inc.

Rockville, MD

Maria Camacho

The Family Firm

Bethesda, MD

Annette Simon

Garnet Group, LLC

Bethesda, MD

Dorie Fain

&Wealth

Baltimore, MD

Tyler Kluge

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

L. Edward O'Hara

Capital Asset Management Services

Silver Spring, MD

Skyler Hutcheson

FAI Wealth Management, Inc.

Columbia, MD

Philip Biedronski

CFP®, CPA

Rising Tide Financial Solutions LLC

Nottingham, MD

Joseph Powanda

Bay Point Wealth

Annapolis, MD

Mehmood Nathani

CFP®, CFA, MBA

Altius Financial Advisors, LLC

Bethesda, MD

Thomas Bonvissuto

Financial Consulate, Inc.

Hunt Valley, MD

Timothy Chase

PFS, CFP®

WMS Partners

Towson, MD

Patrick Daniels

Facet Wealth

Baltimore, MD

Graham Ewing

CFP®

Financial Consulate, Inc.

Hunt Valley, MD

James McGrath

CFP®, CPA, CLU®

Financial Strategies, Inc.

Bethesda, MD

Ben Waller

CFA, CFP®

WBH Advisory

Baltimore, MD

Andrew Tignanelli

CPA, CFP®

Financial Consulate, Inc.

Hunt Valley, MD

Sandra Kingsley

CPA, CFP®

FBB Capital Partners

Bethesda, MD

Denise Leish

MBA

Money Plans

Silver Spring, MD

John Kelly

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Darren Straniero

CFP®

OnPlane Financial Advisors

Darnestown, MD

Ted Halpern

Halpern Financial Inc

Rockville, MD

Gabriel Trasatti

Trasatti Wealth Planning, LLC

Baltimore, MD

Pete Dixon

Waypoint Wealth Management

Timonium, MD

Liz Gillette

MainStreet Financial Planning, Inc.

Odenton, MD

Rianka Dorsainvil

CFP®

Your Greatest Contribution

Lanham, MD

Joseph Caputo

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Grant Palmer, IV

Waypoint Wealth Management

Timonium, MD

John Petrofsky

FBB Capital Partners

Bethesda, MD

Matt Costa

Bestgate Wealth Advisors

North Bethesda, MD

Greg Will

Bestgate Wealth Advisors

Woodbine, MD

Joseph Manfredi

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Roger Bair

CFP®, AIF®

Financial Consulate, Inc.

Hunt Valley, MD

Ethan Miller

CFP®

Planning for Progress

Silver Spring, MD

Bob Walsh

CFP®

Wealthcare Financial Planning, LLC

Cabin John, MD

Mark Humphries

CFP®

Sentinel Financial Planning, LLC

Edgewater, MD

Patrick Collins

CFP®, EA

Greenspring Advisors

Towson, MD

Vincent Vizachero

CFA®

Denouement Financial Planning LLC

Baltimore, MD

Michael Mussio

FBB Capital Partners

Bethesda, MD

Alexandra Stewart

CFP®

Buttonwood Financial Advisors

Baltimore, MD

Martin Hopkins

CFP®

Hopkins Investment Management

Annapolis, MD

Elizabeth Plot

Ballast Point Financial Planning, LLC

Columbia, MD

Kim Anderson

CFP®

Bay Point Wealth

Annapolis, MD

Paul Nastasi

A.J. Perry & Company, Inc.

Eldersburg, MD

Charles Bender

CFP®, CPA, MBA

Financial Consulate, Inc.

Hunt Valley, MD

Michael McCarthy

CFP®, CPA, PFS

Financial Consulate, Inc.

Hunt Valley, MD

Chad Norfolk

WMS Partners

Finksburg, MD

Tim Stolz

Bestgate Wealth Advisors

Annapolis, MD

Jeffrey Fountain Jr.

Passive Capital Management

Lutherville, MD

Stein Olavsrud

FBB Capital Partners

Easton, MD

Lawrence Post

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Jon Powell

CFP®

Ferguson-Johnson Wealth Management

Rockville, MD

Madison Bennett

Financial Consulate, Inc.

Hunt Valley, MD

Zack Hubbard

Greenspring Advisors

Towson, MD

Elizabeth Remick

CFP®, MBA

Ithaka Financial Planning

Bethesda, MD

Javier Diaz

Accessible Financial Planning, Inc

Rockville, MD

Matthew Smiler

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Sanjay Jain

Optimal Wealth Group

Potomac, MD

Tyler Cunningham

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Nancy Bryant

Bryant Financial Advisory, Inc.

Cockeysville, MD

Fred Cornelius

Burt Wealth Advisors

Rockville, MD

John Dolan

Dolan Financial Corporation

Silver Spring, MD

Robert Carpenter

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Michael Welsh

Welsh Financial & Accounting Services, LLC

Sykesville, MD

Daniel Mong

Greenspring Advisors

Abingdon, MD

Sam Erdman

CFP®, CWS®, CKA®

Anchor Wealth Advisors, LLC

Cockeysville, MD

Kirk Kinder

Picket Fence Financial

Bel Air, MD

May Jiang

Beyond Profit and Wealth Consulting

North Laurel, MD

Albert Teplin

PhD, CFP®

Teplin Financial Services, LLC

Rockville, 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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