Fee-OnlyFinder

Advisers in Columbia, MD

10 advisers in Columbia — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (8)Hourly fees (3)Flat / fixed fees (5)% of assets managed (9)

All advisers

Alpha Dna Investment Management8860 Columbia 100 Parkway, Suite 301 · Columbia, MD 21045 · (443) 288-6444 · % of assets managedCRD 288198 · % of assets, Performance-based fees · $194.7 million AUMSEC registeredNo commissions reportedBaltimore-Washington Financial Advisors10960 Grantchester Way, Suite 110 · Columbia, MD 21044 · (410) 461-3900 · Financial planningCRD 159388 · % of assets, Other · $3.0 billion AUMSEC registeredNo commissions reportedGlr Partners8820 Columbia 100 Parkway, Suite 230 · Columbia, MD 21045 · (410) 446-9094 · Financial planningCRD 334902 · % of assets, Fixed fees · $260.7 million AUMSEC registeredNo commissions reportedNorthstar Wealth Management, INC.8600 Snowden River Parkway, Suite 208 · Columbia, MD 21045 · (410) 379-2005 · Financial planningCRD 137062 · % of assets · $36.6 million AUMState registeredNo commissions reportedPointer Financial Advisors LLC10500 Little Patuxent Parkway, Suite 460 · Columbia, MD 21044 · (301) 804-0250 · Financial planningCRD 326745 · % of assets · $176.4 million AUMSEC registeredNo commissions reportedPrimas Financial Planning10490 Little Patuxent Pkwy, Suite 600 · Columbia, MD 21044 · (443) 842-6933 · Financial planningCRD 322841 · Hourly charges, Fixed feesState registeredNo commissions reportedTribridge Partners Financial LLC6721 Columbia Gateway Drive, Suite 100 · Columbia, MD 21046 · (240) 422-8799 · Financial planningCRD 326489 · % of assets, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedWealthy & Wise Family Office10320 Little Patuxent Pkwy., Suite 930 · Columbia, MD 21044 · (410) 469-9532 · Financial planningCRD 120278 · % of assets, Hourly charges, Fixed fees · $63.1 million AUMState registeredNo commissions reportedWhite Oak Wealth Management8840 Stanford Boulevard, Suite 4000 · Columbia, MD 21045 · (443) 741-9101 · Hourly feesCRD 299021 · % of assets, Hourly charges · $124.2 million AUMSEC registeredNo commissions reportedWilliams Asset Management8850 Columbia 100 Parkway, Suite 204 · Columbia, MD 21045 · (410) 740-0220 · Financial planningCRD 338196 · % of assets, Fixed fees · $661.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Columbia? 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.