Fee-OnlyFinder

Advisers in Chevy Chase, MD

13 advisers in Chevy Chase — 13 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (8)Hourly fees (6)Flat / fixed fees (6)Retirement plan consulting (3)

All advisers

Barrack Yard Advisors, LLC5480 Wisconsin Avenue, Suite 216 · Chevy Chase, MD 20815 · (202) 870-9566 · Financial planningCRD 173536 · % of assets · $66.5 million AUMState registeredNo commissions reportedCarderock Capital Management, INC.2 Wisconsin Circle, Suite 600 · Chevy Chase, MD 20815 · (301) 951-5288 · Hourly feesCRD 104570 · % of assets, Hourly charges · $677.0 million AUMSEC registeredNo commissions reportedHz Investments INC.5610 Wisconsin Ave #108 · Chevy Chase, MD 20815 · (301) 922-7631 · % of assets managedCRD 312268 · % of assets · $591.4 million AUMSEC registeredNo commissions reportedIntervest LTD2 Wisconsin Circle, Suite 910 · Chevy Chase, MD 20815 · (301) 951-4455 · Financial planningCRD 104614 · % of assets, Hourly charges, Fixed fees · $247.0 million AUMSEC registeredNo commissions reportedIthaka Financial Planning, LLC5425 Wisconsin Ave, Suite 600 · Chevy Chase, MD 20815 · (301) 968-2381 · Financial planningCRD 153244 · % of assets, Hourly charges, Fixed fees · $92.2 million AUMState registeredNo commissions reportedNew Century Advisors, LLC2 Wisconsin Circle, Suite 940 · Chevy Chase, MD 20815 · (240) 395-0550 · % of assets managedCRD 122478 · % of assets, Performance-based fees, Other · $4.3 billion AUMSEC registeredNo commissions reportedPeakstone Financial Advisors8401 Connecticut Avenue, Suite 401 · Chevy Chase, MD 20815 · (301) 907-9790 · Financial planningCRD 127635 · % of assets, Hourly charges, Other · $255.9 million AUMSEC registeredNo commissions reportedPersonal Financial Partners5425 Wisconsin Ave, Suite 600 · Chevy Chase, MD 20815 · (202) 910-6240 · Financial planningCRD 331381 · % of assets, Fixed fees · $21.2 million AUMState registeredNo commissions reportedThinagee Investments INC.2 Wisconsin Circle, Suite 700 · Chevy Chase, MD 20815 · (240) 235-1846 · Financial planningCRD 165054 · % of assets, Hourly charges · $265.4 million AUMSEC registeredNo commissions reportedTritonpoint Capital, LLC5404 Wisconsin Avenue, Suite 330 · Chevy Chase, MD 20815 · (301) 799-9001 · Flat / fixed feesCRD 336417 · % of assets, Fixed fees, Performance-based fees · $250.2 million AUMSEC registeredNo commissions reported
Tritonpoint Partners, LLC5404 Wisconsin Ave, Ste. 330 · Chevy Chase, MD 20815 · (301) 799-9001 · Financial planningCRD 333259 · % of assets, Hourly charges, Fixed fees · $286.5 million AUMSEC registeredNo commissions reportedTritonpoint Wealth, LLC5404 Wisconsin Ave, Ste. 330 · Chevy Chase, MD 20815 · (301) 799-9001 · Financial planningCRD 328398 · % of assets, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedWashington Securities Corporation6935 Wisconsin Ave, Suite 510 · Chevy Chase, MD 20815 · (301) 657-4810 · % of assets managedCRD 46213 · % of assets · $7.0 million AUMState registeredNo commissions reported
Talking to advisers in Chevy Chase? 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.