Fee-OnlyFinder

Advisers in Gaithersburg, MD

7 advisers in Gaithersburg — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Hourly fees (4)Flat / fixed fees (4)% of assets managed (6)

All advisers

Beacon Investment Advisors LLC7 Brookes Avenue · Gaithersburg, MD 20877 · (301) 670-1700 · Financial planningCRD 127368 · % of assets · $541.9 million AUMSEC registeredNo commissions reportedElite Financial Group17b Firstfield Rd, Ste 108 · Gaithersburg, MD 20878 · (240) 454-7079 · % of assets managedCRD 315997 · % of assets · $40.1 million AUMState registeredNo commissions reportedGoldsborough Capital Management, LLC9711 Washingtonian Blvd, Suite 550 · Gaithersburg, MD 20878 · (410) 905-8854 · Financial planningCRD 163344 · % of assets, Hourly charges, Fixed fees · $10.6 million AUMState registeredNo commissions reportedKilner Capital Advisors, LLC438 N. Frederick Avenue, Suite 465 · Gaithersburg, MD 20877 · (301) 840-0501 · % of assets managedCRD 139521 · % of assets · $336.7 million AUMSEC registeredNo commissions reportedPlanvest Financial, INC.6 Montgomery Village Avenue, Suite 320 · Gaithersburg, MD 20879 · (301) 977-7123 · Financial planningCRD 290306 · % of assets, Hourly charges, Fixed fees · $175.9 million AUMSEC registeredNo commissions reportedSerene Financial Solutions9711 Washingtonian Blvd, Ste. 550 · Gaithersburg, MD 20878 · (240) 840-6159 · Financial planningCRD 307284 · Hourly charges, Fixed fees, Other · $7.8 million AUMState registeredNo commissions reportedSherman Wealth Management LLC9841 Washingtonian Blvd, Suite #200 · Gaithersburg, MD 20878 · (240) 428-1622 · Financial planningCRD 281093 · % of assets, Hourly charges, Fixed fees · $160.3 million AUMSEC registeredNo commissions reported
Talking to advisers in Gaithersburg? 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.