Financial Advisors in Maryland
Browse 264 financial advisors in Maryland — page 5 of 6.
prostatis financial advisors group
hanover, MD
proteus capital solutions
potomac, MD
psg credit gp, llc
columbia, MD
ptx capital llc
baltimore, MD
qp consulting
takoma park, MD
quantum financial advisors inc
rockville, MD
questmark management company, llc
ellicott city, MD
rcs financial planning, llc
annapolis, MD
realterm
annapolis, MD
red oak financial group
towson, MD
research financial strategies
rockville, MD
resolve growth partners management co., llc
baltimore, MD
retirement management systems
leonardtown, MD
rlj equity partners, llc
bethesda, MD
rmg advisors
rockville, MD
rock springs capital
baltimore, MD
rotunda capital partners, llc
bethesda, MD
sandbox financial partners, llc
bethesda, MD
sargent investment group
bethesda, MD
savano direct capital partners, llc
baltimore, MD
sc&h wealth
hunt valley, MD
scarborough capital management
annapolis, MD
schaeffer financial llc
rockville, MD
screendoor management llc
towson, MD
sera capital management, llc
annapolis, MD
sfg wealth management
towson, MD
shaker financial services
annapolis, MD
sherman wealth management llc
gaithersburg, MD
singh capital partners
bethesda, MD
soapstone management l.p.
bethesda, MD
squadra ventures
baltimore, MD
standard partners llc
bethesda, MD
supplysci, llc
ellicott city, MD
t. rowe price (canada), inc.
baltimore, MD
t. rowe price advisory services, inc.
owings mills, MD
t. rowe price associates, inc.
baltimore, MD
t.rowe price investment management, inc.
baltimore, MD
tcp venture capital
owings mills, MD
terrain capital management, llc
hunt valley, MD
the ellerson group inc
annapolis, MD
the kelly group
bel air, MD
the l. warner companies, inc
timonium, MD
the marshall financial group llc
hunt valley, MD
the simmons partnership, inc
towson, MD
thinagee investments inc.
chevy chase, MD
torray investment partners llc
bethesda, MD
town capital
bel air, MD
tred avon family wealth, llc
easton, 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.