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:

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

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

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

Philip Weiss

CFA®, CPA

Apprise Wealth Management LLC

Phoenix, MD

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

Fee-only financial advisor located north of 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.

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

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.

Justin Linthicum

CFP®, CPA

Financial Consulate, Inc.

Hunt Valley, MD

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

Fee-Only financial planner located in Hunt Valley, 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

Thad Ismart

CFP®, CEPS

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

Michael McCarthy

CFP®, CPA/PFS

Financial Consulate, Inc.

Hunt Valley, MD

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

Fee-Only financial planner located in Hunt Valley, 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.

Madison Bennett

CFP®, CFT-I™

Financial Consulate, Inc.

Hunt Valley, MD

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

Fee-Only financial planner located in Hunt Valley, 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.

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.

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

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

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

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

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

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

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

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

Christopher O'Shea

CFP®, CPA

Financial Consulate, Inc.

Hunt Valley, MD

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

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

Graham Ewing

CFP®, MBA

Financial Consulate, Inc.

Hunt Valley, MD

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

Fee-Only financial planner located in Hunt Valley, 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.

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

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

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

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

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

Alexandra Stewart

CFP®

Buttonwood Financial Advisors

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

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

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.

Roger Bair

CFP®, AIFA®, CIMA®

Financial Consulate, Inc.

Hunt Valley, MD

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

Fee-Only financial planner located in Hunt Valley, 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.

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

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

Matthew Costa

CFP®, CPA

Foundation Wealth & Tax Advisors

Annapolis, MD

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

Fee-Only financial planner & CPA located in Annapolis & Edgewater 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

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 Bender

CFP®, CPA, MBA

Financial Consulate, Inc.

Hunt Valley, MD

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

Fee-Only financial planner located in Hunt Valley, 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

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 and Washington, DC serving clients locally and across the country

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

Mark Stinson

CPA, CFP®

FAI Wealth Management

Columbia, MD

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

Thomas Conway

JD, CTFA®, TEP, AEP®, AIF, CAP®, CFP®, CLU®, CPO, CRC®, CIMA®, CPWA®, RICP®

Connemara Group

Gaithersburg, 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.

Rianka Dorsainvil

CFP®

Your Greatest Contribution

Lanham, MD

Jon Powell

CFP®

Ferguson-Johnson Wealth Management

Rockville, MD

Martin Hopkins

CFP®

Hopkins Investment Management

Annapolis, MD

Philip Biedronski

CFP®, CPA

Rising Tide Financial Solutions LLC

Nottingham, MD

Elizabeth Plot

Ballast Point Financial Planning, LLC

Columbia, MD

Joseph Caputo

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Sam Erdman

CFP®, CWS®, CKA®

Anchor Wealth Advisors, LLC

Cockeysville, MD

Javier Diaz

Accessible Financial Planning, Inc

Rockville, MD

Barry Korb

CFP®

Lighthouse Financial Planning

Potomac, MD

Albert Teplin

PhD, CFP®

Teplin Financial Services, LLC

Rockville, MD

Liz Gillette

MainStreet Financial Planning, Inc.

Odenton, MD

Sandra Kingsley

CPA, CFP®

FBB Capital Partners

Bethesda, MD

Owen Demmerly

Greenspring Advisors

Towson, MD

Lawrence Post

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Zack Hubbard

Greenspring Advisors

Towson, MD

Molly Burton

Greenspring Advisors

Towson, MD

Michael Welsh

Welsh Financial & Accounting Services, LLC

Sykesville, MD

Gina Kiefer

The Family Firm

Bethesda, MD

Robert Carpenter

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Jaime Quiros

CFP®

FBB Capital Partners

Bethesda, MD

John Kelly

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Grant Palmer

Waypoint Wealth Management

Timonium, MD

Carolyn Nunez

CFP®, MBA

Ithaka Financial Planning

Bethesda, MD

L. Edward O'Hara

Capital Asset Management Services

Silver Spring, MD

Grant Palmer, IV

Waypoint Wealth Management

Timonium, MD

Ethan Miller

CFP®

Planning for Progress

Silver Spring, MD

Maggi Keating

CFP®

FBB Capital Partners

Bethesda, MD

John Petrofsky

FBB Capital Partners

Bethesda, MD

Michael Marvin

TAM Financial Advisors

Annapolis, MD

Bob Walsh

CFP®

Wealthcare Financial Planning, LLC

Cabin John, MD

Benjamin Albright

The Family Firm

Bethesda, MD

Vincent Vizachero

CFA®

Denouement Financial Planning LLC

Baltimore, MD

Nancy Bryant

Bryant Financial Advisory, Inc.

Cockeysville, MD

Liz Gillette

CFP®

Bay Point Wealth

Annapolis, MD

Paul Nastasi

A.J. Perry & Company, Inc.

Eldersburg, MD

Darren Straniero

CFP®

OnPlane Financial Advisors

Darnestown, MD

Ben Waller

CFA®, CFP®

WBH Advisory

Baltimore, MD

Jackie Fontana

CFP®

FBB Capital Partners

Bethesda, MD

Alex Vela

CFP®

FBB Capital Partners

Bethesda, MD

John Dolan

Dolan Financial Corporation

Silver Spring, MD

Tyler Kluge

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Maria Camacho

The Family Firm

Bethesda, MD

Sanjay Jain

Optimal Wealth Group

Potomac, MD

Joseph DePatie

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Tyler Cunningham

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Michael Mussio

FBB Capital Partners

Bethesda, MD

Daniel Mong

Greenspring Advisors

Abingdon, MD

Greg Will

Bestgate Wealth Advisors

Woodbine, MD

Fred Cornelius

Burt Wealth Advisors

Rockville, MD

Matthew Smiler

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Timothy Chase

PFS, CFP®

WMS Partners

Towson, MD

Joseph Manfredi

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Dorie Fain

&Wealth

Baltimore, MD

Tim Stolz

Bestgate Wealth Advisors

Annapolis, MD

Gabriel Trasatti

Trasatti Wealth Planning, LLC

Baltimore, MD

Mark Humphries

CFP®

Sentinel Financial Planning, LLC

Edgewater, MD

Ken Diehl

Cornerstone Financial Planning, Inc.

Gaithersburg, MD

Joseph Powanda

Bay Point Wealth

Annapolis, MD

Elizabeth Remick

CFP®, MBA

Ithaka Financial Planning

Bethesda, MD

Matt Bacon

CFP®

Carmichael Hill & Associates

Gaithersburg, MD

Perry Seiffert

Seiffert Ltd.

Bethesda, MD

Stein Olavsrud

FBB Capital Partners

Easton, MD

Skyler Hutcheson

FAI Wealth Management, Inc.

Columbia, MD

Patrick Daniels

Facet Wealth

Baltimore, MD

Ted Halpern

Halpern Financial Inc

Rockville, MD

Sien Vernyns

The Family Firm

Bethesda, MD

Patrick Collins

CFP®, EA

Greenspring Advisors

Towson, MD

David Hofstad

Independent Financial Advisors

Cheverly, MD

Denise Leish

MBA

Money Plans

Silver Spring, MD

May Jiang

Beyond Profit and Wealth Consulting

North Laurel, MD

Annette Simon

Garnet Group, LLC

Bethesda, MD

Matt Costa

Bestgate Wealth Advisors

North Bethesda, MD

Chad Norfolk

WMS Partners

Finksburg, MD

Pete Dixon

Waypoint Wealth Management

Timonium, MD

Kirk Kinder

Picket Fence Financial

Bel Air, 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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