Financial Advisors in Maryland
Browse 264 financial advisors in Maryland — page 6 of 6.
tribridge partners financial llc
columbia, MD
tritonpoint capital, llc
chevy chase, MD
tritonpoint partners, llc
chevy chase, MD
tritonpoint wealth, llc
chevy chase, MD
truffle hound capital, llc
bethesda, MD
trumbower financial advisors llc
bethesda, MD
tufton capital management, llc
hunt valley, MD
turning point financial
frederick, MD
ullico investment advisors, inc.
silver spring, MD
valuewealth services, llc
annapolis, MD
veda investment group, llc
chevy chase, MD
verdence capital advisors, llc
hunt valley, MD
veridian capital partners
frederick, MD
vsm wealth advisory, llc
hunt valley, MD
warner financial, inc
bethesda, MD
waypoint wealth management
timonium, MD
wbh advisory, inc.
baltimore, MD
wealth planning group
baltimore, MD
wealthplans, llc
frederick, MD
westbourne investment advisors inc.
annapolis, MD
white oak wealth management
columbia, MD
widmann financial services
bowie, MD
williams asset management
columbia, MD
xml financial group
bethesda, 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.