Financial Consulate

Financial planning in Hunt Valley, MD

SEC registeredNo commissions reported

Call (410) 823-7283 Send a message Map ↗

Public-record details

Address: 11019 McCormick Road, Suite 200, Hunt Valley, MD 21031
Phone: (410) 823-7283
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name: The Financial Consulate, INC
CRD number: 106898
Registration: SEC registered since 1983-04-29
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management: $1.1 billion
Accounts managed: 3,375
Clients reported (Form ADV 5.D): 849
Individual / high-net-worth clients: 516 / 328
Employees: 25
Other business activities (Form ADV 6.A): Also active as: accountant or accounting firm
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-08-13

SEC registered investment adviser, CRD 106898, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 106898 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Hunt Valley

Asset Strategy Consultants LLCSix North Park Drive, Suite 208 · Hunt Valley, MD 21030 · (410) 528-8282 · Hourly feesCRD 110800 · % of assets, Hourly charges, Fixed fees · $5.2 billion AUMSEC registeredNo commissions reported Bay Harbor Wealth Management, LLC201 International Circle, Suite 520 · Hunt Valley, MD 21030 · (410) 403-2060 · Financial planningCRD 294000 · % of assets, Hourly charges, Fixed fees · $412.0 million AUMSEC registeredNo commissions reported Bush River Trust, LLC201 International Circle, Suite 230 · Hunt Valley, MD 21030 · (410) 343-9863 · Financial planningCRD 287995 · % of assets, Hourly charges · $23.0 million AUMState registeredNo commissions reported Cornerstone Advisory211 Old Padonia Road · Hunt Valley, MD 21030 · (410) 468-1693 · Financial planningCRD 142359 · % of assets, Hourly charges, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reported G10 LLC217 International Circle · Hunt Valley, MD 21030 · (443) 541-2440 · Financial planningCRD 322876 · % of assets, Performance-based fees · $4.9 billion AUMSEC registeredNo commissions reported Global Brokerage Services, INC.11350 McCormick Road, Epiii, Suite 1204 · Hunt Valley, MD 21031 · (410) 785-4990 · % of assets managedCRD 37505 · % of assets, Other · $162.8 million AUMSEC registeredNo commissions reported Harvest Investment Consultants LLC4 North Park Drive, Ste 510 · Hunt Valley, MD 21030 · (410) 561-9040 · Financial planningCRD 110258 · % of assets, Hourly charges, Fixed fees · $549.0 million AUMSEC registeredNo commissions reported Marathon Capital Management4 North Park Drive, Suite 106 · Hunt Valley, MD 21030 · (410) 329-1522 · Financial planningCRD 119416 · % of assets · $790.1 million AUMSEC registeredNo commissions reported

All 16 in Hunt Valley →