Fee-OnlyFinder

Advisers in Lutherville, MD

4 advisers in Lutherville — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)Hourly fees (3)

All advisers

Black Diamond Financial, LLC2330 West Joppa Road, Suite 320 · Lutherville, MD 21093 · (443) 841-7772 · Financial planningCRD 145108 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedCorbyn Investment Management INC2330 W Joppa Rd Ste 108 · Lutherville, MD 21093 · (410) 832-5500 · % of assets managedCRD 104716 · % of assets · $1.0 billion AUMSEC registeredNo commissions reportedFinancial Dimensions, LLC.1301 York Road, Suite 103 · Lutherville, MD 21093 · (410) 427-8967 · Financial planningCRD 121379 · % of assets, Hourly charges · $30.5 million AUMState registeredNo commissions reportedHarbor Investment Advisory, LLC2330 W. Joppa Road, Suite 160 · Lutherville, MD 21093 · (410) 659-8900 · Financial planningCRD 151085 · % of assets, Hourly charges, Fixed fees · $6.9 billion AUMSEC registeredNo commissions reported
Talking to advisers in Lutherville? 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.