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Financial planning in Chevy Chase, MD

8 advisers in Chevy Chase offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 8

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 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 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 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 reported