Fee-OnlyFinder

Advisers in Silver Spring, MD

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

All advisers

Audible Wealth Management8455 Colesville Road, Suite 900 · Silver Spring, MD 20910 · (202) 430-5227 · Financial planningCRD 325559 · % of assets, Fixed fees · $76.4 million AUMState registeredNo commissions reportedBnb Wealth Mangagement, LLC8730 Georgia Avenue, Suite 500 · Silver Spring, MD 20910 · (301) 562-7300 · Financial planningCRD 107702 · % of assets, Hourly charges, Fixed fees · $264.6 million AUMSEC registeredNo commissions reportedMoney Plans8701 Georgia Ave, Ste. 710 · Silver Spring, MD 20910 · (301) 589-4250 · Financial planningCRD 104694 · % of assets, Hourly charges, Fixed fees · $108.0 million AUMState registeredNo commissions reportedThe Wealth Syndicate LLC8403 Colesville Road, Suite 1100 · Silver Spring, MD 20910 · (202) 486-6689 · Financial planningCRD 282889 · % of assets, Subscription fees, Fixed fees · $6.5 million AUMState registeredNo commissions reported
Talking to advisers in Silver Spring? 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.