Financial Advisors in Maryland
Browse 264 financial advisors in Maryland — page 3 of 6.
founders financial securities, llc
towson, MD
foundry wealth advisors, llc
baltimore, MD
fsa wealth partners
rockville, MD
fvlcrum partners, llc
bethesda, MD
g10 llc
hunt valley, MD
glass jacobson wealth advisors
owings mills, MD
glassy mountain advisors, inc.
bethesda, MD
global brokerage services, inc.
hunt valley, MD
global environment fund
bethesda, MD
glr partners
columbia, MD
greenhouse funds lllp
baltimore, MD
greenspring advisors, llc
towson, MD
grit capital partners
baltimore, MD
gritstone asset management llc
bethesda, MD
grotech management company
owings mills, MD
harbor investment advisory, llc
lutherville, MD
harmonic growth partners, llc
chevy chase, MD
harvest investment consultants llc
hunt valley, MD
hergenroeder financial advisors, inc.
timonium, MD
heritage investors management corp
bethesda, MD
hf advisory group, llc
annapolis, MD
hillman capital management inc
bethesda, MD
hull street energy
bethesda, MD
hussman strategic advisors inc
ellicott city, MD
hwa financial group
ellicott city, MD
hz investments inc.
chevy chase, MD
imb partners llc
bethesda, MD
impact capital, llc
rockville, MD
impactassets capital partners pb llc
bethesda, MD
independent access partners, llc
hunt valley, MD
inner loop capital management, llc
lutherville, MD
innovation x advisors
rockville, MD
innovative wealth building llc
california, MD
institutional shareholder services inc.
rockville, MD
intervest ltd
chevy chase, MD
ivy league financial advisors llc
rockville, MD
jemma financial services
baltimore, MD
jmi management, l.p.
baltimore, MD
jpb partners
hanover, MD
jsb capital group llc
baltimore, MD
kalamata asset management llc
bethesda, MD
kendall capital management
rockville, MD
kilner capital advisors, llc
gaithersburg, MD
kinetic ventures, l.l.c.
chevy chase, MD
kluz ventures
rockville, MD
l. k. benson & company, p.c.
timonium, MD
lafayette investments, inc.
ashton, MD
lasalle investment management securities
baltimore, 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.