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:

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.

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

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.

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

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

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

Mark Stinson

CPA, CFP®

FAI Wealth Management

Columbia, MD

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

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.

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.

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.

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.

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

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

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

Lyn Dippel

CFP®, JD

FAI Wealth Management

Columbia, MD

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

Serving clients in the greater Baltimore, Annapolis as well as nation-wide with offices in Columbia, MD

Wayne Patterson

CPA, CFA, AIF®

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

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.

I can work with clients anywhere!

Tim Baker

CFP®

Your Financial Pharmacist

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 young professionals and pharmacists across the country using virtual meeting technology.

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

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

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.

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

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

Jane DeLashmutt O'Mara

CFP®

FBB Capital Partners

Easton, MD

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

Fee-Only Financial Planner serving the Eastern Shore, Annapolis, Bethesda, the greater Baltimore-Washington metropolitan area, and nationwide.

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

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.

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.

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

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

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

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.

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

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

Graham Ewing

Financial Consulate, Inc.

Hunt Valley, MD

David Hofstad

Independent Financial Advisors

Cheverly, MD

Perry Seiffert

Seiffert Ltd.

Bethesda, MD

Kim Anderson

Bay Point Wealth Management

Annapolis, MD

Lazetta Braxton

Financial Fountains, LLC

Catonsville, MD

Carolyn Walder

Lifetime Wealth Planning and Management LLC

Oxon Hill, MD

Nathan Gendelman

The Family Firm

Bethesda, MD

Michael McCarthy

Financial Consulate, Inc.

Hunt Valley, MD

Chad Norfolk

WMS Partners

Finksburg, MD

James McGrath

CFP®, CPA, CLU®

Financial Strategies, Inc.

Bethesda, MD

Debora May

May Barnhard Investments LLC

Bethesda, MD

Donald Lord

The Family Firm

Bethesda, MD

Wesley Lyons

Hopkins Investment Management, LLC

Annapolis, MD

Stephen Daly

The Family Firm

Bethesda, MD

Aleksandr Seleznev

May Barnhard Investments LLC

Bethesda, MD

Ted Toal

CFP®

RCS Financial Planning

Annapolis, MD

Benjamin Albright

The Family Firm

Bethesda, MD

Robert Carpenter

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Annette Simon

Garnet Group, LLC

Bethesda, MD

Darren Straniero

Certified Financial Planner (CFP®)

OnPlane Financial Advisors

Darnestown, MD

Maria Camacho

The Family Firm

Bethesda, MD

Sien Vernyns

The Family Firm

Bethesda, MD

Thomas Bonvissuto

Financial Consulate, Inc.

Hunt Valley, MD

Ted Halpern

Halpern Financial Inc

Rockville, MD

Roger Bair

Financial Consulate, Inc.

Hunt Valley, MD

Christopher O'Shea

Financial Consulate, Inc.

Hunt Valley, MD

Veena Kutler

Garnet Group, LLC

Bethesda, MD

John Kelly

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Stein Olavsrud

FBB Capital Partners

Easton, MD

David Malmgren

FBB Capital Partners

Bethesda, MD

Michael Mussio

FBB Capital Partners

Bethesda, MD

Ben Waller

CFA, CFP®

WBH Advisory

Baltimore, MD

Denise Leish

Money Plans

Silver Spring, MD

Jane Rowny

May Barnhard Investments LLC

Bethesda, MD

Paul Nastasi

A.J. Perry & Company, Inc.

Eldersburg, MD

Maggi Keating

FBB Capital Partners

Bethesda, MD

Philip Weiss

CFA, CPA

Apprise Wealth Management LLC

Phoenix, MD

Patrick Ortman

CFP®

Ortman Financial Planning

Annapolis, MD

Diana Batchelor

Lifetime Wealth Planning and Management LLC

Oxon Hill, MD

Elizabeth Yoder

The Family Firm

Bethesda, MD

Patrick Collins

CFP®, EA

Greenspring Advisors

Towson, MD

Sanjay Jain

Optimal Wealth Group

Potomac, MD

Joseph Manfredi

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Kirk Kinder

Picket Fence Financial

Bel Air, MD

Michael Marvin

TAM Financial Advisors

Annapolis, MD

Peter O'Neill

Fiduciam Wealth Planning

Towson, MD

Sandra Kingsley

FBB Capital Partners

Bethesda, MD

John Dolan

Dolan Financial Corporation

Silver Spring, MD

Rianka Dorsainvil

CFP®

Your Greatest Contribution

Lanham, MD

Wendy Moyers

CFP®, CDFA®

May Barnhard Investments LLC

Bethesda, MD

L. Edward O'Hara

Capital Asset Management Services

Silver Spring, MD

Timothy Chase

WMS Partners

Towson, MD

Jenny Wang

May Barnhard Investments LLC

Bethesda, MD

Nancy Bryant

Bryant Financial Advisory, Inc.

Cockeysville, MD

Joseph Caputo

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Grant Palmer

Waypoint Wealth Management

Timonium, MD

Albert Teplin

PhD, CFP®

Teplin Financial Services, LLC

Rockville, MD

Robert Lindstrom

Financial Consulate, Inc.

Hunt Valley, MD

Ken Diehl

Cornerstone Financial Planning, Inc.

Gaithersburg, MD

Molly Goetz

CFP®, CDFA®

Greenspring Advisors

Towson, MD

Phillip Dyer

Dyer Financial Advisory

Towson, MD

Charles Bender

Financial Consulate, Inc.

Hunt Valley, MD

Liz Gillette

CFP®

MainStreet Financial Planning, Inc.

Odenton, MD

Susan Slowinski

CPA, CFP®

Financial Consulate, Inc.

Hunt Valley, MD

Benjamin Yeung

FAI Wealth Management, Inc.

Silver Spring, MD

Gabriel Trasatti

Trasatti Wealth Planning, LLC

Annapolis, MD

Pete Dixon

Waypoint Wealth Management

Timonium, MD

Judith Barnhard

May Barnhard Investments LLC

Bethesda, MD

Stacy Bakri

The Family Firm

Bethesda, MD

Drew Tignanelli

Financial Consulate, Inc.

Hunt Valley, MD

Bob Walsh

CFP®

Wealthcare Financial Planning

Cabin John, MD

Charles Moore

The Family Firm

Bethesda, MD

Robert Sinsheimer

CFP®, CPA, MBA

Modera Wealth Management

Rockville, MD

Molly Burton

Greenspring Wealth Management, Inc.

Parkton, MD

Shellie Peters

The Colony Group

Bethesda, MD

Mitchell Ludwig

The Family Firm

Bethesda, MD

Fred Cornelius

Burt Wealth Advisors

Rockville, MD

Dorie Fain

&Wealth

Baltimore, MD

Michael Welsh

Welsh Financial & Accounting Services, LLC

Sykesville, 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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