Financial Advisors in Maryland
Browse 264 financial advisors in Maryland — page 2 of 6.
booster, llc
baltimore, MD
broadoak asset management, llc
bethesda, MD
brown advisory
baltimore, MD
brown advisory investment solutions group llc
baltimore, MD
brown capital management, llc
baltimore, MD
bull harbor capital llc.
bethesda, MD
burkholder & associates, llc
chevy chase, MD
buttonwood financial advisors, inc.
baltimore, MD
calvert impact advisory services, llc
bethesda, MD
calvert street capital partners, inc.
towson, MD
calvert wealth management, inc.
dunkirk, MD
cambium capital management lp
highland, MD
camden partners holdings, llc
owings mills, MD
campbell & company investment adviser llc
baltimore, MD
capital financial, llc
olney, MD
capital squared financial llc
rockville, MD
carderock capital management, inc.
chevy chase, MD
caro investors
chevy chase, MD
cassilly financial
severna park, MD
catoctin ridge wealth partner
thurmont, MD
chapin davis asset management
baltimore, MD
chesapeake financial advisors
towson, MD
chevy chase trust company
bethesda, MD
communication capital partners, llc
chevy chase, MD
conversion capital, llc
fulton, MD
corbyn investment management inc
lutherville, MD
cornerstone advisory
hunt valley, MD
criterion africa partners
bethesda, MD
cromwell funds
baltimore, MD
curio wealth, llc
annapolis, MD
cwm advisory, llc
ocean pines, MD
d.f. dent and company, inc.
baltimore, MD
datatribe foundry, llc
fulton, MD
delta financial advisors, inc
kensington, MD
durable capital partners lp
bethesda, MD
ecosystem investment partners, llc
baltimore, MD
edgemoor investment advisors, inc.
bethesda, MD
elite income advisors, inc.
ellicott city, MD
enlightenment capital
chevy chase, MD
epidarex capital management llc
bethesda, MD
equitycompass investment management, llc
baltimore, MD
expect equity llc
pikesville, MD
family office research, llc
bethesda, MD
fbb capital partners
bethesda, MD
fcp
chevy chase, MD
ferguson-johnson wealth management, inc.
rockville, MD
financial consulate
hunt valley, MD
financial council, llc
towson, MD
Frequently Asked Questions
How much does a financial advisor cost in Maryland?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.