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Advisers in Hunt Valley, MD

16 advisers in Hunt Valley — 16 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (11)Hourly fees (10)Flat / fixed fees (11)Retirement plan consulting (4)

All advisers

Asset Strategy Consultants LLCSix North Park Drive, Suite 208 · Hunt Valley, MD 21030 · (410) 528-8282 · Hourly feesCRD 110800 · % of assets, Hourly charges, Fixed fees · $5.2 billion AUMSEC registeredNo commissions reportedBay Harbor Wealth Management, LLC201 International Circle, Suite 520 · Hunt Valley, MD 21030 · (410) 403-2060 · Financial planningCRD 294000 · % of assets, Hourly charges, Fixed fees · $412.0 million AUMSEC registeredNo commissions reportedBush River Trust, LLC201 International Circle, Suite 230 · Hunt Valley, MD 21030 · (410) 343-9863 · Financial planningCRD 287995 · % of assets, Hourly charges · $23.0 million AUMState registeredNo commissions reportedCornerstone Advisory211 Old Padonia Road · Hunt Valley, MD 21030 · (410) 468-1693 · Financial planningCRD 142359 · % of assets, Hourly charges, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedFinancial Consulate11019 McCormick Road, Suite 200 · Hunt Valley, MD 21031 · (410) 823-7283 · Financial planningCRD 106898 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedG10 LLC217 International Circle · Hunt Valley, MD 21030 · (443) 541-2440 · Financial planningCRD 322876 · % of assets, Performance-based fees · $4.9 billion AUMSEC registeredNo commissions reportedGlobal Brokerage Services, INC.11350 McCormick Road, Epiii, Suite 1204 · Hunt Valley, MD 21031 · (410) 785-4990 · % of assets managedCRD 37505 · % of assets, Other · $162.8 million AUMSEC registeredNo commissions reportedHarvest Investment Consultants LLC4 North Park Drive, Ste 510 · Hunt Valley, MD 21030 · (410) 561-9040 · Financial planningCRD 110258 · % of assets, Hourly charges, Fixed fees · $549.0 million AUMSEC registeredNo commissions reportedMarathon Capital Management4 North Park Drive, Suite 106 · Hunt Valley, MD 21030 · (410) 329-1522 · Financial planningCRD 119416 · % of assets · $790.1 million AUMSEC registeredNo commissions reportedOpulentia, LLC11350 McCormick Road Executive Plaza 1, Ste. 301 · Hunt Valley, MD 21031 · (410) 740-6844 · Financial planningCRD 314197 · % of assets, Hourly charges, Fixed fees · $46.1 million AUMState registeredNo commissions reported
Perspective Wealth Management307 International Circle, Suite 540 · Hunt Valley, MD 21030 · (410) 584-8100 · Financial planningCRD 104619 · % of assets, Fixed fees · $595.0 million AUMSEC registeredNo commissions reportedSnyder Asset Management, LLC11019 McCormick Road, Suite 320 · Hunt Valley, MD 21031 · (410) 216-1249 · Financial planningCRD 290450 · % of assets · $112.3 million AUMSEC registeredNo commissions reportedThe Marshall Financial Group LLC225 Schilling Circle, Suite 295 · Hunt Valley, MD 21031 · (410) 563-1190 · Flat / fixed feesCRD 146362 · % of assets, Subscription fees · $735.6 million AUMSEC registeredNo commissions reportedTufton Capital Management, LLC303 International Circle, Suite 430 · Hunt Valley, MD 21030 · (410) 400-8500 · Hourly feesCRD 113543 · % of assets, Hourly charges, Fixed fees · $463.8 million AUMSEC registeredNo commissions reportedVerdence Capital Advisors, LLC50 Schilling Road, Suite 300 · Hunt Valley, MD 21031 · (410) 472-5380 · Financial planningCRD 288512 · % of assets, Hourly charges, Fixed fees · $4.6 billion AUMSEC registeredNo commissions reportedVsm Wealth Advisory, LLC11350 McCormick Road, Executive Plaza I, Suite 300 · Hunt Valley, MD 21031 · (410) 825-8844 · Hourly feesCRD 313717 · % of assets, Hourly charges, Fixed fees · $677.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Hunt Valley? 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.