Fee-OnlyFinder

Flat / fixed fees in Baltimore, MD

18 advisers in Baltimore offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 18

&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 reportedArmstrong Dixon1500 Sulgrave Ave · Baltimore, MD 21209 · (443) 563-1111 · Financial planningCRD 168345 · % of assets, Fixed fees · $447.5 million AUMSEC 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 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 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 reportedEquip, LLC10 E North Ave, Suite 5 · Baltimore, MD 21202 · (443) 475-0456 · Financial planningCRD 331323 · % of assets, Hourly charges, Fixed feesState 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 reported
Foundry 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 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 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 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 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