Fee-OnlyFinder

Advisers in Timonium, MD

8 advisers in Timonium — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Hourly fees (6)Flat / fixed fees (5)% of assets managed (7)Retirement plan consulting (3)

All advisers

Berman McAleer9690 Deereco Road, Suite 800 · Timonium, MD 21093 · (410) 560-9960 · Financial planningCRD 332906 · % of assets, Hourly charges, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedCapital Portfolio Management, INC.9515 Deereco Rd, Suite 1010 · Timonium, MD 21093 · (410) 667-4575 · % of assets managedCRD 29302 · % of assets · $16.7 million AUMState registeredNo commissions reportedGrigg Financial, LLC2401 York Road · Timonium, MD 21093 · (410) 231-7040 · Financial planningCRD 304317 · % of assets, Hourly charges · $64.3 million AUMState registeredNo commissions reportedHergenroeder Financial Advisors, INC.1954 Greenspring Drive, Suite 230 · Timonium, MD 21093 · (410) 769-8262 · Financial planningCRD 121278 · % of assets, Hourly charges, Fixed fees · $304.5 million AUMSEC registeredNo commissions reportedJba Financial Advisors30 East Padonia Road, Suite 301 · Timonium, MD 21093 · (410) 584-1491 · Financial planningCRD 132149 · % of assets, Hourly charges, Fixed fees · $30.6 million AUMState registeredNo commissions reportedL. K. Benson & Company, P.C.9690 Deereco Road, Suite 430 · Timonium, MD 21093 · (410) 494-6680 · Financial planningCRD 107908 · Hourly charges, Fixed fees · $446.2 million AUMSEC registeredNo commissions reportedMeta Wealth Advisory1954 Greenspring Dr, Suite 310 · Timonium, MD 21093 · (410) 683-9263 · Financial planningCRD 338023 · % of assets, Hourly charges · $172.1 million AUMSEC registeredNo commissions reportedWaypoint Wealth Management9515 Deereco Road, Suite 1001 · Timonium, MD 21093 · (410) 561-3994 · Financial planningCRD 155574 · % of assets, Fixed fees · $242.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Timonium? 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.