Fee-OnlyFinder

% of assets managed in Gaithersburg, MD

6 advisers in Gaithersburg offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 6

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 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