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Financial planning in Hunt Valley, MD

11 advisers in Hunt Valley offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 11

Bay 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 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 reportedPerspective 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 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 reported