Fee-OnlyFinder

Advisers in Towson, MD

18 advisers in Towson — 18 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (13)Hourly fees (10)Flat / fixed fees (13)Retirement plan consulting (4)

All advisers

A. J. Perry & CO.408 Allegheny Avenue, 2nd Floor · Towson, MD 21204 · (410) 539-1144 · % of assets managedCRD 107041 · % of assets · $108.8 million AUMSEC registeredNo commissions reportedBaltimore Avenue Investments, LLC606 Baltimore Avenue, Suite 203 · Towson, MD 21204 · (410) 339-4546 · % of assets managedCRD 159833 · % of assets · $21.3 million AUMState registeredNo commissions reportedBase Management CO600 Baltimore Avenue, Adams Bldg, Suite 306 · Towson, MD 21204 · (410) 583-4828 · Hourly feesCRD 104600 · % of assets, Hourly charges, Fixed fees · $95.5 million AUMState registeredNo commissions reportedBlue Curve Advisory, LLC8600 Lasalle Road, Suite 312 · Towson, MD 21286 · (410) 339-5771 · Financial planningCRD 333724 · % of assets, Fixed fees · $125.2 million AUMSEC registeredNo commissions reportedChesapeake Financial Advisors401 Jefferson Avenue · Towson, MD 21286 · (410) 823-5442 · Financial planningCRD 120139 · % of assets, Hourly charges, Fixed fees · $310.1 million AUMSEC registeredNo commissions reportedDyer Financial Advisory100 West Road, Suite 300 · Towson, MD 21204 · (410) 337-5668 · Financial planningCRD 123262 · % of assets, Hourly charges, Fixed fees · $24.3 million AUMState registeredNo commissions reportedFinancial Council, LLC100 West Road, Suite 500 · Towson, MD 21204 · (410) 821-9200 · % of assets managedCRD 110748 · % of assets · $1.3 billion AUMSEC registeredNo commissions reportedFounders Financial Securities, LLC1026 Cromwell Bridge Road, Suite 100 · Towson, MD 21286 · (410) 308-9988 · Financial planningCRD 137945 · % of assets, Hourly charges, Subscription fees · $4.1 billion AUMSEC registeredNo commissions reportedGreenspring Advisors, LLCOne West Pennsylvania Avenue, Suite 500 · Towson, MD 21204 · (443) 564-4600 · Financial planningCRD 132669 · % of assets, Fixed fees · $6.5 billion AUMSEC registeredNo commissions reportedLegacy Financial Advisors100 West Road, Suite 300 · Towson, MD 21204 · (410) 280-7202 · Financial planningCRD 335357 · % of assets, Hourly charges, Fixed fees · $16.7 million AUMState registeredNo commissions reported
Nazelrod & Associates Financial Services, INC.600 Fairmount Avenue, Suite 300 · Towson, MD 21286 · (410) 583-7662 · Financial planningCRD 121302 · % of assets · $93.2 million AUMState registeredNo commissions reportedOliver Wealth Management901 Dulaney Valley Road, Suite 701 · Towson, MD 21204 · (410) 343-7125 · Financial planningCRD 314867 · % of assets, Hourly charges, Fixed fees · $340.4 million AUMSEC registeredNo commissions reportedPartnership Wealth Management606 E Joppa Road · Towson, MD 21286 · (410) 732-2633 · Financial planningCRD 285718 · % of assets, Hourly charges, Fixed fees · $234.9 million AUMSEC registeredNo commissions reportedR.g. Associates, INC.1510 Pinnacle Rd · Towson, MD 21286 · (410) 499-5924 · % of assets managedCRD 121777 · % of assets · $8.5 million AUMState registeredNo commissions reportedRed Oak Financial Group403 Allegheny Avenue · Towson, MD 21204 · (410) 321-0168 · Financial planningCRD 166912 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedSfg Wealth Management1104 Kenilworth Drive, Suite 500 · Towson, MD 21204 · (410) 825-3200 · Financial planningCRD 285785 · % of assets, Hourly charges, Fixed fees · $760.2 million AUMSEC registeredNo commissions reportedThe Simmons Partnership, INCBosley Hall, 222 Courthouse CT., Suite 1a · Towson, MD 21204 · (443) 470-8000 · Financial planningCRD 156740 · % of assets, Hourly charges, Fixed fees · $216.5 million AUMSEC registeredNo commissions reportedWoods Advisory Services LLC606 Baltimore Avenue, Suite 300 · Towson, MD 21204 · (410) 821-6625 · Financial planningCRD 288727 · % of assets, Fixed fees · $27.2 million AUMState registeredNo commissions reported
Talking to advisers in Towson? 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.