Fee-OnlyFinder

Advisers in Baltimore, MD

30 advisers in Baltimore — 30 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (16)Hourly fees (11)Flat / fixed fees (18)Retirement plan consulting (6)

All advisers

&Wealth Partners1629 Thames Street, Suite 300 · Baltimore, MD 21231 · (410) 844-3300 · Financial planningCRD 149136 · % of assets, Hourly charges, Fixed fees · $508.2 million AUMSEC registeredNo commissions reported1919 Investment Counsel, LLCOne South Street, Suite 2500 · Baltimore, MD 21202 · (410) 454-2171 · Financial planningCRD 133370 · % of assets, Fixed fees, Other · $26.0 billion AUMSEC registeredNo commissions reportedA.g. Campbell Advisory, LLC190 W. Ostend Street, Suite 200 · Baltimore, MD 21230 · (410) 779-1239 · Financial planningCRD 162150 · % of assets, Hourly charges · $403.9 million AUMSEC registeredNo commissions reportedArmstrong Dixon1500 Sulgrave Ave · Baltimore, MD 21209 · (443) 563-1111 · Financial planningCRD 168345 · % of assets, Fixed fees · $447.5 million AUMSEC registeredNo commissions reportedBlue Point Investment Management6115 Falls Road, Suite 101 · Baltimore, MD 21209 · (443) 600-8050 · % of assets managedCRD 148104 · % of assets · $79.2 million AUMState registeredNo commissions reportedBooster, LLC6 East Eager Street · Baltimore, MD 21202 · (410) 216-1551 · Financial planningCRD 314629 · % of assets, Fixed fees · $229.3 million AUMSEC registeredNo commissions reportedBrown Advisory901 South Bond Street, Suite 400 · Baltimore, MD 21231 · (410) 537-5400 · Flat / fixed feesCRD 110181 · % of assets, Fixed fees, Performance-based fees · $124.3 billion AUMSEC registeredNo commissions reportedBrown Advisory Investment Solutions Group LLC901 South Bond Street, Suite 400 · Baltimore, MD 21231 · (410) 537-5400 · Flat / fixed feesCRD 124612 · % of assets, Fixed fees, Performance-based fees · $9.8 billion AUMSEC registeredNo commissions reportedBrown Capital Management, LLC1201 N Calvert St · Baltimore, MD 21202 · (410) 837-3234 · % of assets managedCRD 105633 · % of assets, Performance-based fees · $4.5 billion AUMSEC registeredNo commissions reportedButtonwood Financial Advisors, INC.1 N Haven Street, Suite 204 · Baltimore, MD 21224 · (410) 988-2391 · Financial planningCRD 144926 · % of assets, Fixed fees · $483.2 million AUMSEC registeredNo commissions reported
Campbell & Company Investment Adviser LLC2850 Quarry Lake Drive, Ste. 100 · Baltimore, MD 21209 · (410) 413-2600 · % of assets managedCRD 134332 · % of assets, Performance-based fees · $4.3 billion AUMSEC registeredNo commissions reportedCasi Investments1425 Eutaw Place · Baltimore, MD 21217 · (410) 400-3950 · Hourly feesCRD 116063 · % of assets, Hourly charges · $120,000 AUMState registeredNo commissions reportedChapin Davis Asset Management1411 Clarkview Road · Baltimore, MD 21209 · (410) 435-3200 · Financial planningCRD 28116 · % of assets, Hourly charges, Fixed fees · $642.8 million AUMSEC registeredNo commissions reportedD.f. Dent and Company, INC.400 East Pratt Street, 7th Floor · Baltimore, MD 21202 · (410) 837-2544 · Financial planningCRD 105179 · % of assets · $7.9 billion AUMSEC registeredNo commissions reportedEquip, LLC10 E North Ave, Suite 5 · Baltimore, MD 21202 · (443) 475-0456 · Financial planningCRD 331323 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedEquitycompass Investment Management, LLCOne South Street, 25th Floor · Baltimore, MD 21202 · (443) 224-1231 · % of assets managedCRD 145420 · % of assets · $220.9 million AUMSEC registeredNo commissions reportedFinancial Management Strategies, LLC1330 Smith Avenue, Suite 7 · Baltimore, MD 21209 · (410) 779-1276 · Financial planningCRD 122347 · % of assets, Hourly charges, Fixed fees · $350.3 million AUMState registeredNo commissions reportedFoundry Wealth Advisors, LLC921 E. Fort Avenue, Suite 310 · Baltimore, MD 21230 · (443) 692-8833 · Financial planningCRD 300794 · % of assets, Hourly charges, Fixed fees · $163.4 million AUMSEC registeredNo commissions reportedJemma Financial Services810 Gleneagles Court, Suite 109 · Baltimore, MD 21286 · (855) 662-2121 · Financial planningCRD 284198 · % of assets · $139.8 million AUMSEC registeredNo commissions reportedLasalle Investment Management Securities650 South Exeter Street, 8th Floor · Baltimore, MD 21202 · (410) 878-4800 · % of assets managedCRD 111179 · % of assets, Performance-based fees · $3.3 billion AUMSEC registeredNo commissions reportedLombard Advisers Incorporated1820 Lancaster St · Baltimore, MD 21231 · (410) 342-1300 · Flat / fixed feesCRD 108231 · % of assets, Fixed fees · $669.8 million AUMSEC registeredNo commissions reportedMount Vernon Associates INC575 S Charles Street, Ste 401 · Baltimore, MD 21201 · (410) 377-9780 · % of assets managedCRD 107099 · % of assets · $232.5 million AUMSEC registeredNo commissions reportedNorthbrook Financial1340 Smith Ave Ste 200 · Baltimore, MD 21209 · (410) 941-9709 · Financial planningCRD 309060 · % of assets, Fixed fees · $108.8 million AUMSEC registeredNo commissions reportedPatient Capital Management, LLCOne South Street, Suite 2101 · Baltimore, MD 21202 · (410) 454-3104 · % of assets managedCRD 307336 · % of assets, Performance-based fees · $2.5 billion AUMSEC registeredNo commissions reportedSchiff Wealth Advisors, LLC100 West Road, Suite 410 · Baltimore, MD 21204 · (410) 321-7706 · Flat / fixed feesCRD 146375 · % of assets, Fixed fees · $40.4 million AUMState registeredNo commissions reportedT. Rowe Price Associates, INC.1307 Point Street · Baltimore, MD 21231 · (410) 345-2000 · % of assets managedCRD 105496 · % of assets, Performance-based fees · $2196.5 billion AUMSEC registeredNo commissions reportedTechnomart Rga INC401 E. Pratt Street Suite 312 · Baltimore, MD 21202 · (410) 828-6555 · Hourly feesCRD 107891 · % of assets, Hourly charges, Subscription fees · $337.9 million AUMState registeredNo commissions reportedTrasatti Wealth Planning, LLC145 W Ostend St, Suite 600 · Baltimore, MD 21230 · (410) 244-6222 · Financial planningCRD 139668 · % of assets, Hourly charges, Fixed fees · $72.3 million AUMState registeredNo commissions reportedWbh Advisory, INC.1829 Reisterstown Road, Suite 225 · Baltimore, MD 21208 · (410) 653-7979 · Financial planningCRD 105289 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedWealth Planning Group3600 O'Donnell Street, Suite 860 · Baltimore, MD 21224 · (410) 522-2030 · Financial planningCRD 291708 · % of assets, Hourly charges, Fixed fees · $360.9 million AUMSEC registeredNo commissions reported
Talking to advisers in Baltimore? 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.