Fee-OnlyFinder

Advisers in Annapolis, MD

18 advisers in Annapolis — 18 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (14)Hourly fees (12)Flat / fixed fees (14)Retirement plan consulting (5)

All advisers

1 North Wealth Services, LLC1997 Annapolis Exchange Parkway, Suite 250 · Annapolis, MD 21401 · (410) 975-0099 · Financial planningCRD 115948 · % of assets, Hourly charges, Fixed fees · $320.4 million AUMSEC registeredNo commissions reportedAccordant Advisory Group, INC.309 Third Street · Annapolis, MD 21403 · (410) 348-1499 · Financial planningCRD 117474 · % of assets, Hourly charges · $278.0 million AUMSEC registeredNo commissions reportedChampion Financial Planning Group, LLC801 Compass Way, Suite 216 · Annapolis, MD 21401 · (443) 994-8719 · Financial planningCRD 126793 · % of assets, Fixed fees · $80.4 million AUMState registeredNo commissions reportedClark Company586 Bellerive Drive, Suite 2b · Annapolis, MD 21409 · (410) 544-1641 · Financial planningCRD 121288 · % of assets, Hourly charges, Fixed fees · $138.2 million AUMState registeredNo commissions reportedCrest Wealth Advisors LLC111 Forbes St., Ste 100 · Annapolis, MD 21401 · (443) 973-4901 · Financial planningCRD 311760 · % of assets, Fixed fees · $95.8 million AUMState registeredNo commissions reportedCurio Wealth, LLC721 Melvin Ave · Annapolis, MD 21401 · (410) 449-2599 · Financial planningCRD 328178 · % of assets, Hourly charges, Fixed fees · $460.7 million AUMSEC registeredNo commissions reportedFoundation Wealth & Tax Advisors, LLC839 Bestgate Road, Suite 400 · Annapolis, MD 21401 · (888) 354-5899 · Financial planningCRD 317596 · % of assets, Hourly charges, Fixed fees · $85.0 million AUMState registeredNo commissions reportedHf Advisory Group, LLC166 Defense Highway, Suite 102 · Annapolis, MD 21401 · (410) 571-1415 · Financial planningCRD 309051 · % of assets, Hourly charges, Fixed fees · $321.5 million AUMSEC registeredNo commissions reportedJwc Capital Management, LLC102 Spa Drive · Annapolis, MD 21403 · (571) 529-0141 · % of assets managedCRD 311713 · % of assets · $11.7 million AUMState registeredNo commissions reportedMdrn Capital1997 Annapolis Exchange Parkway, Suite 300 · Annapolis, MD 21401 · (410) 533-9966 · Financial planningCRD 325950 · % of assets, Fixed fees · $338.6 million AUMSEC registeredNo commissions reported
Rcs Financial Planning, LLC130 Admiral Cochrane Drive, Suite 200 · Annapolis, MD 21401 · (410) 224-0097 · Financial planningCRD 291678 · % of assets, Hourly charges, Fixed fees · $281.0 million AUMSEC registeredNo commissions reportedScarborough Capital Management1906 Towne Centre Blvd, Suite 260 · Annapolis, MD 21401 · (410) 573-5700 · Financial planningCRD 169517 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedSera Capital Management, LLC1910 Towne Centre Blvd, Suite 250 · Annapolis, MD 21401 · (301) 464-8333 · Hourly feesCRD 120896 · % of assets, Hourly charges, Fixed fees · $114.3 million AUMSEC registeredNo commissions reportedShaker Financial Services1997 Annapolis Exchange Parkway, Suite 300-349 · Annapolis, MD 21401 · (410) 224-0572 · % of assets managedCRD 121534 · % of assets · $286.3 million AUMSEC registeredNo commissions reportedThe Ellerson Group INC415 Fourth Street, Suite 101 · Annapolis, MD 21403 · (410) 280-3103 · Financial planningCRD 106658 · % of assets, Hourly charges · $291.2 million AUMSEC registeredNo commissions reportedTias Planners1153 Tyler Ave. · Annapolis, MD 21403 · (410) 248-9000 · Financial planningCRD 122348 · % of assets, Hourly charges, Fixed fees · $10.2 million AUMState registeredNo commissions reportedValuewealth Services, LLC2444 Solomons Island Rd Suite 212 · Annapolis, MD 21401 · (410) 286-9230 · Financial planningCRD 304049 · % of assets, Hourly charges, Fixed fees · $319.0 million AUMSEC registeredNo commissions reportedWestbourne Investment Advisors INC.410 Severn Avenue, Ste 409 · Annapolis, MD 21403 · (301) 656-9035 · Flat / fixed feesCRD 144571 · % of assets, Fixed fees · $448.8 million AUMSEC registeredNo commissions reported
Talking to advisers in Annapolis? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.