Fee-OnlyFinder

Advisers in Takoma Park, MD

2 advisers in Takoma Park — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Lifetime Financial7000 Carroll Ave, Ste 201a · Takoma Park, MD 20912 · (202) 350-1515 · Financial planningCRD 312171 · % of assets, Hourly charges, Fixed fees · $44.6 million AUMState registeredNo commissions reportedQp Consulting6930 Carroll Avenue, Ste. 407 · Takoma Park, MD 20912 · (301) 326-1521 · Hourly feesCRD 129601 · % of assets, Hourly charges, Fixed fees · $559.6 million AUMSEC registeredNo commissions reported
Talking to advisers in Takoma Park? 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.