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Financial planning in Columbia, MD

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

All 8

Baltimore-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 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