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.
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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.
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
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.
Justin Garritt
Serving Educators, Healthcare Professionals, and Young Professionals
Garritt Financial Solutions LLC
Baltimore, MD