Fee-OnlyFinder

Advisers in Frederick, MD

8 advisers in Frederick — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (5)Flat / fixed fees (7)

All advisers

Bestgate Wealth Advisors, LLC5100 Buckeystown Pike, Ste 290 · Frederick, MD 21704 · (301) 662-7220 · Financial planningCRD 301639 · % of assets, Fixed fees · $162.4 million AUMSEC registeredNo commissions reportedCadence Planning, LLC5205 Chairmans CT, Suite 204 · Frederick, MD 21703 · (301) 371-5104 · Financial planningCRD 319663 · % of assets, Fixed fees · $12.0 million AUMState registeredNo commissions reportedMonocacy Wealth Management, LLC9099 Ridgefield Drive, Suite 205 · Frederick, MD 21701 · (301) 694-9712 · Financial planningCRD 315979 · % of assets, Hourly charges, Fixed fees · $43.5 million AUMState registeredNo commissions reportedMoore Wealth50 Carroll Creek Way, Suite 335 · Frederick, MD 21701 · (301) 631-1207 · Financial planningCRD 323374 · % of assets, Fixed fees · $156.9 million AUMSEC registeredNo commissions reportedNorthpeak Financial, INC.50 Carroll Creek Way, Suite 220 · Frederick, MD 21701 · (240) 515-0113 · Financial planningCRD 142970 · % of assets, Hourly charges, Fixed fees · $66.8 million AUMState registeredNo commissions reportedRed Sky Capital Management47 E All Saints Street · Frederick, MD 21701 · (301) 865-6198 · Financial planningCRD 151808 · % of assets, Hourly charges · $91.5 million AUMState registeredNo commissions reportedTurning Point Financial153 W Patrick Street · Frederick, MD 21701 · (301) 846-9336 · Financial planningCRD 301282 · % of assets, Hourly charges, Fixed fees · $339.4 million AUMSEC registeredNo commissions reportedVeridian Capital Partners7101 Guilford Drive,, Suite 104 · Frederick, MD 21704 · (301) 228-9300 · Financial planningCRD 314290 · % of assets, Hourly charges, Fixed fees · $551.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Frederick? 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.