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Financial planning in Rockville, MD

18 advisers in Rockville offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 18

Atcap Partners, LLC1445 Research Boulevard, #530 · Rockville, MD 20850 · (866) 842-3356 · Financial planningCRD 158214 · % of assets, Hourly charges, Fixed fees · $195.5 million AUMSEC registeredNo commissions reportedAxiom Value Wealth Management LLC9211 Corporate Blvd Suite 200 · Rockville, MD 20850 · (240) 863-3688 · Financial planningCRD 334047 · % of assets · $95.8 million AUMState registeredNo commissions reportedCapital Squared Financial LLC1451 Rockville Pike, Suite 250 · Rockville, MD 20852 · (240) 600-1678 · Financial planningCRD 326861 · % of assets, Fixed fees · $198.7 million AUMSEC registeredNo commissions reportedChc Financial Solutions, LLC2101 Gaither Road, Suite 290 · Rockville, MD 20850 · (301) 869-2608 · Financial planningCRD 339881 · % of assets, Fixed fees, Other · $74.6 million AUMState registeredNo commissions reportedCwm Financial Group, INC.1 Research Court, Suite 450 · Rockville, MD 20850 · (301) 840-1188 · Financial planningCRD 117255 · % of assets, Hourly charges, Fixed fees · $94.7 million AUMState registeredNo commissions reportedFerguson-Johnson Wealth Management, INC.51 Monroe St., Suite Pe 25 · Rockville, MD 20850 · (301) 670-0994 · Financial planningCRD 109232 · % of assets, Hourly charges · $316.4 million AUMSEC registeredNo commissions reportedFoxman Asset Advisors INC.1700 Rockville Pike, Ste 110 · Rockville, MD 20852 · (301) 977-0090 · Financial planningCRD 310637 · % of assets, Hourly charges, Fixed fees · $32.4 million AUMState registeredNo commissions reportedFsa Wealth PartnersOne Church Street, Suite 901 · Rockville, MD 20850 · (301) 949-7300 · Financial planningCRD 104513 · % of assets, Hourly charges, Fixed fees · $819.7 million AUMSEC registeredNo commissions reportedImpact Capital, LLCOne Research Court, Suite 400 · Rockville, MD 20850 · (301) 417-3300 · Financial planningCRD 297413 · % of assets, Fixed fees · $253.4 million AUMSEC registeredNo commissions reportedIvy League Financial Advisors LLC11 North Washington Street, Suite 250 · Rockville, MD 20850 · (301) 258-1300 · Financial planningCRD 119145 · % of assets, Hourly charges, Fixed fees · $188.7 million AUMSEC registeredNo commissions reported
Jacques Advisors, LLC1700 E. Gude Drive · Rockville, MD 20850 · (301) 738-1303 · Financial planningCRD 116102 · % of assets, Hourly charges, Fixed fees · $88.6 million AUMState registeredNo commissions reportedKendall Capital Management2000 Tower Oaks Boulevard, Suite 240 · Rockville, MD 20852 · (301) 838-9110 · Financial planningCRD 134740 · % of assets, Fixed fees · $743.9 million AUMSEC registeredNo commissions reportedMillennium Financial Services LLP932 Hungerford Drive, Suite 27a · Rockville, MD 20850 · (301) 569-0965 · Financial planningCRD 118082 · % of assets, Hourly charges · $22.4 million AUMState registeredNo commissions reportedQuantum Financial Advisors INC51 Monroe Street, Suite 1902 · Rockville, MD 20850 · (301) 296-6203 · Financial planningCRD 113563 · % of assets, Hourly charges, Fixed fees · $557.5 million AUMSEC registeredNo commissions reportedResearch Financial Strategies2273 Research Blvd, Suite 101 · Rockville, MD 20850 · (301) 294-7500 · Financial planningCRD 153247 · % of assets, Hourly charges, Fixed fees · $251.6 million AUMSEC registeredNo commissions reportedRmg Advisors14 South Adams Street · Rockville, MD 20850 · (301) 838-4111 · Financial planningCRD 122366 · % of assets, Hourly charges, Fixed fees · $200.5 million AUMSEC registeredNo commissions reportedSchaeffer Financial LLC4612 Great Oak Road · Rockville, MD 20853 · (301) 933-5550 · Financial planningCRD 133697 · % of assets, Hourly charges, Fixed fees · $257.7 million AUMSEC registeredNo commissions reportedWorch Capital LLC11300 Rockville Pike · Rockville, MD 20852 · (202) 798-1977 · Financial planningCRD 155220 · % of assets, Hourly charges, Fixed fees · $71.7 million AUMState registeredNo commissions reported