Financial Advisors in Maryland
Browse 264 financial advisors in Maryland — page 4 of 6.
law & associates inc
glen echo, MD
lgg financial
bethesda, MD
lifeforce capital management, llc
chevy chase, MD
lightcone ventures
rockville, MD
lombard advisers incorporated
baltimore, MD
longevity venture partners management, lp
pikesville, MD
macroview investment management llc
bethesda, MD
marathon capital management
hunt valley, MD
marathon micro partners, llc
hunt valley, MD
marks wealth management
ellicott city, MD
maryland capital advisors, inc.
chester, MD
mauloa management, llc
potomac, MD
mbi llc
bethesda, MD
mdrn capital
annapolis, MD
meritis wealth management, inc.
potomac, MD
meta wealth advisory
timonium, MD
midcap financial services capital management, llc
bethesda, MD
montgomery financial
ocean city, MD
montgomery investment management inc
rockville, MD
moore wealth
frederick, MD
mount vernon associates inc
baltimore, MD
mre management, llc
annapolis, MD
mv capital management, inc.
bethesda, MD
my wealth management, inc
germantown, MD
nea member benefits
gaithersburg, MD
new century advisors, llc
chevy chase, MD
new markets venture partners
fulton, MD
nexus338
cabin john, MD
northlane capital partners
bethesda, MD
northpond ventures, llc
bethesda, MD
oliver wealth management
towson, MD
outcome driven strategies, llc
hunt valley, MD
partnership wealth management
towson, MD
patient capital management, llc
baltimore, MD
peakstone financial advisors
chevy chase, MD
pennington partners & co., llc
bethesda, MD
perspective wealth management
hunt valley, MD
pks investment advisors llc
salisbury, MD
planvest financial, inc.
gaithersburg, MD
pnc capital advisors llc
baltimore, MD
pointer financial advisors llc
columbia, MD
potomac
bethesda, MD
potomac asset management co inc
frederick, MD
profit investments
north bethesda, MD
profund advisors llc
bethesda, MD
promethium
bethesda, MD
proshare advisors llc
bethesda, MD
prosperity - an eisneramper company
owings mills, 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.