Advice only financial planners in Maryland
Advice only planners don't manage your money and don't charge a percentage of assets. You pay for the advice, nothing else.
24 firms in Maryland that filed as advice only financial planners publish dollar fees in their brochures. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $275/hr | $200-$300/hr | 21 firms |
| Flat or project fee | $4,250 | $450-$5,500 | 15 firms |
| Annual retainer | $3,125/yr | $2,750-$11,000/yr | 4 firms |
Advice only financial planners in Maryland and their published fees
24 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Aaa Advisory LLCWalkersville | $300/hr | Not published | Not published |
| Annapolitan Investment Group, Inc.Annapolis | $150/hr | $250 | Not published |
| Arch Financial Advisors LLCBethesda | Not published | $1,500-$8,000 | $2,000-$20,000/yr |
| Atlantic Financial Planning LLCAnnapolis | $280/hr | Not published | Not published |
| Catharine Fairley Planning Group LLCFrederick | $275-$300/hr | Not published | Not published |
| Chesapeake Financial PlanningAnnapolis | $150-$250/hr | Not published | $1,000-$2,500/yr |
| Clear AdvisorsQueenstown | Not published | Not published | $125-$540/mo |
| Cornerstone Financial Planning, Inc.Gaithersburg | $100/hr | $300 | Not published |
| Docempowered, LLCBaltimore | $600/hr | Not published | $600-$1,000/mo |
| Foundation Financial Advisors, Inc.Linthicum | $200-$500/hr | $1,000-$10,000 | $500-$5,000/yr |
| Free State Financial Planning, LLCClarksville | $400/hr | $6,000 | $3,500/yr |
| Lee Financial Group, Inc.Columbia | $150-$450/hr | $500-$10,000 | Not published |
| Lenet Financial Resources, LLCN. Potomac | $175/hr | Not published | Not published |
| Mcquade, Kathleen MaryLaurel | $250-$300/hr | $2,500-$6,000 | Not published |
| Nautical Financial PlanningGambrills | $250/hr | Not published | Not published |
| Nine Inning FinanceRockville | Not published | $5,000-$7,500 | $150-$600/qtr |
| Plancorr Wealth Management, LLCNottingham | $175/hr | $300 | Not published |
| Primas Financial PlanningColumbia | $200/hr | $100-$800 | $100-$800/mo |
| Seek the PlanBaltimore | $250/hr | Not published | $50-$1,000/mo |
| Serenity Wealth Advisors LLCBaltimore | $200-$350/hr | $500 | $200-$600/mo |
| Severn Financial Advisors, LLCAnnapolis | $100-$200/hr | $500-$4,000 | Not published |
| Wagener-Lee, LLCColumbia | $150-$350/hr | $500-$10,000 | Not published |
| Wealthwyzr, LLCEllicott City | $500/hr | $6,000-$12,000 | Not published |
| Wise Financial Counsel, LLCFort Washington | $200-$350/hr | $2,500 | $150/mo |
No firms match these filters.
Also filed as advice only financial planners, without a published price (7)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Decisions, LLC, Baltimore
- Financial First Advisors, Inc., Columbia
- Flexible Finances, Silver Spring
- Holistic Private Wealth, LLC, Towson
- Raymond L. Gazelle JR., Edgewater
- Tender Wealth, Silver Spring
- Welsh Financial & Accounting Services,llc, Sykesville