Fee-OnlyFinder

Advisers in Germantown, MD

2 advisers in Germantown — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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My Wealth Management, INC12410 Milestone Center Drive, Suite 175 · Germantown, MD 20876 · (301) 330-7900 · Financial planningCRD 168566 · % of assets, Hourly charges, Fixed fees · $156.2 million AUMSEC registeredNo commissions reportedPeak Investment Advisors, INC.13216 Executive Park Terrace · Germantown, MD 20874 · (240) 361-2700 · % of assets managedCRD 117875 · % of assets, Other · $102.7 million AUMState registeredNo commissions reported
Talking to advisers in Germantown? 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.