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Financial planning in Towson, MD

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

All 13

Blue 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 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 reportedNazelrod & 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 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 reported
Sfg 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