Flat fee financial advisors in Maryland
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Maryland is $4,250, from 131 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,000-$6,000. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $4,250 | $2,000-$6,000 | 131 firms |
Flat fee financial advisors in Maryland and their published fees
131 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| CWM Financial Group, Inc.Rockville | $75-$250/hr | $75-$5,000 | Not published |
| Primas Financial PlanningColumbiaNo AUM fee | $200/hr | $100-$800 | $100-$800/mo |
| Equatorial Advisors, LLCBaltimore | Not published | $150-$500 | Not published |
| Annapolitan Investment Group, Inc.AnnapolisNo AUM fee | $150/hr | $250 | Not published |
| Good News Financial & Investment Advisors, LLCLargo | $150/hr | $250-$2,500 | Not published |
| Impact Financial Life Planning LLCSeverna Park | $250/hr | $250-$6,000 | $400-$533/mo |
| Adenry Wealth LLCColumbia | $300/hr | $300 | Not published |
| Audible Wealth ManagementSilver Spring | $500/hr | $300-$12,000 | $100-$500/mo |
| Cornerstone Financial Planning, Inc.GaithersburgNo AUM fee | $100/hr | $300 | Not published |
| Douglasbradley LLCBel Air | $250/hr | $300-$1,000 | Not published |
| Five Rivers Financial Advisors, LLCNorth East | $150/hr | $300 | Not published |
| Innovative Wealth Building LLCCalifornia | Not published | $300-$2,500 | Not published |
| Plancorr Wealth Management, LLCNottinghamNo AUM fee | $175/hr | $300 | Not published |
| The NLW Capital Group LLCBaltimore | Not published | $300-$500 | $5,000-$7,500/yr |
| WD Financial SolutionsOwings | $200/hr | $360-$2,160 | Not published |
| Bay Harbor Wealth Management, LLCHunt Valley | $500/hr | $500-$10,000 | Not published |
| Beyond Profit and Wealth ConsultingLaurel | Not published | $500-$5,000 | $100-$5,000/mo |
| Buttonwood Financial Advisors, Inc.Baltimore | Not published | $500 | Not published |
| FBB Capital PartnersBethesda | $450/hr | $500 | Not published |
| HF Advisory Group, LLCAnnapolis | $250-$650/hr | $500-$5,000 | Not published |
| Laser Wealth Management, LCKensington | $250/hr | $500-$10,000 | Not published |
| Lee Financial Associates, Inc.Ellicott City | $300/hr | $500-$1,500 | Not published |
| Lee Financial Group, Inc.ColumbiaNo AUM fee | $150-$450/hr | $500-$10,000 | Not published |
| Macroview Investment Management LLCBethesda | $500/hr | $500-$10,000 | Not published |
| MDRN CapitalAnnapolis | Not published | $500-$10,000 | Not published |
| Northpeak Financial, Inc.Frederick | $125/hr | $500-$3,000 | Not published |
| Ortman Financial PlanningNorth Bethesda | $300/hr | $500-$7,000 | Not published |
| Patuxent Financial Partners, LLCColumbia | $200/hr | $500 | Not published |
| Plan2retireHagerstown | $150/hr | $500-$2,500 | Not published |
| Planning for ProgressSilver Spring | Not published | $500-$10,000 | $2,500-$25,000/yr |
| Sentinel Financial Planning, LLCEdgewater | $300/hr | $500 | $250/mo |
| Serenity Wealth Advisors LLCBaltimoreNo AUM fee | $200-$350/hr | $500 | $200-$600/mo |
| Severn Financial Advisors, LLCAnnapolisNo AUM fee | $100-$200/hr | $500-$4,000 | Not published |
| Sherman Wealth Management LLCGaithersburg | $550/hr | $500-$3,000 | $1,000-$5,000/yr |
| Sovereign Financial Services, LLCPhoenix | $250/hr | $500-$2,000 | Not published |
| Steeley Advisory, LLCBethesda | $150-$375/hr | $500-$10,000 | Not published |
| True North Advisory, LLCBowie | Not published | $500-$2,500 | Not published |
| Turning Point FinancialFrederick | $350-$3,000/hr | $500-$10,000 | $5,000-$150,000/yr |
| Ventus Wealth ManagementAnnapolis | $200-$450/hr | $500-$5,000 | $3,000-$6,000/yr |
| Veridian Capital PartnersFrederick | $400/hr | $500-$10,000 | Not published |
| Wagener-Lee, LLCColumbiaNo AUM fee | $150-$350/hr | $500-$10,000 | Not published |
| Worthy Financial ServicesWestminster | Not published | $500-$10,000 | Not published |
| Capital Squared Financial LLCRockville | $250-$395/hr | $750-$6,000 | Not published |
| My Wealth Management, IncGermantown | $300/hr | $750-$10,000 | Not published |
| Dependent Financial PlanningEdgewater | $320/hr | $840-$8,000 | Not published |
| JRM Capital Management Inc.Mitchellville | $200-$450/hr | $850-$4,550 | Not published |
| Schaeffer Financial LLCRockville | Not published | $875 | Not published |
| Dyer Financial AdvisoryTowson | $350/hr | $895 | Not published |
| Advocate Investing ServicesWoodbine | $400/hr | $1,000-$10,000 | Not published |
| Charles Street Asset Management, Inc.Baltimore | $200-$300/hr | $1,000-$10,000 | Not published |
| Crest Wealth Advisors LLCAnnapolis | Not published | $1,000-$3,000 | $200-$600/mo |
| Foundation Financial Advisors, Inc.LinthicumNo AUM fee | $200-$500/hr | $1,000-$10,000 | $500-$5,000/yr |
| Glass Jacobson Wealth AdvisorsOwings Mills | Not published | $1,000-$25,000 | Not published |
| Jba Financial AdvisorsTimonium | $300/hr | $1,000-$10,000 | Not published |
| MV Capital Management, Inc.Bethesda | $175-$450/hr | $1,000-$20,000 | Not published |
| Partnership Wealth ManagementTowson | Not published | $1,000-$15,000 | $400-$1,750/qtr |
| Preserve Private Wealth, LLCBethesda | Not published | $1,000-$20,000 | Not published |
| Quantum Financial Advisors IncRockville | $250-$500/hr | $1,000-$5,000 | Not published |
| Reges Wealth Management LLCPotomac | $500/hr | $1,000-$2,500 | Not published |
| Silverstone Financial LLCOwings Mills | $350/hr | $1,000-$6,000 | $150-$850/mo |
| Summit Wealth ManagementBerlin | Not published | $1,000-$20,000 | Not published |
| The Financial Grove LLCBaltimore | $250/hr | $1,000-$10,000 | $100-$600/mo |
| The Simmons Partnership, IncTowson | $350/hr | $1,000-$5,000 | Not published |
| Wright Wealth Management LLCChevy Chase | $275/hr | $1,000-$5,000 | Not published |
| Parker Financial, LLCLa Plata | Not published | $1,100 | Not published |
| Town CapitalBel Air | Not published | $1,200-$8,000 | Not published |
| Harmony Wealth Advisors, LLCEdgewater | Not published | $1,250-$5,000 | Not published |
| Alikos Wealth Management, LLCBethesda | $100-$400/hr | $1,500-$10,000 | Not published |
| Arch Financial Advisors LLCBethesdaNo AUM fee | Not published | $1,500-$8,000 | $2,000-$20,000/yr |
| Foxman Asset Advisors Inc.Rockville | $220/hr | $1,500-$10,000 | Not published |
| GLR PartnersColumbia | Not published | $1,500 | Not published |
| Money PlansSilver Spring | $400/hr | $1,500-$4,500 | Not published |
| Phoenix Financial Engineering, LLCBaltimore | $185/hr | $1,500-$2,500 | Not published |
| Piedmont Financial ConsultingLaurel | Not published | $1,500 | Not published |
| Provision Financial PlanningTowson | $325/hr | $1,500-$6,000 | $5,000/yr |
| Red Oak Financial GroupTowson | $150-$500/hr | $1,500-$15,000 | Not published |
| The Kelly GroupBel Air | Not published | $1,500-$3,500 | $550/qtr |
| Cadence Planning, LLCFrederick | Not published | $1,750 | Not published |
| Garritt Financial Solutions LLCBaltimore | $275/hr | $1,800-$3,500 | Not published |
| Waypoint Wealth ManagementTimonium | Not published | $1,800-$7,500 | Not published |
| Foundry Wealth Advisors, LLCBaltimore | $250/hr | $2,000-$10,000 | Not published |
| Greenspring Advisors, LLCTowson | $150-$750/hr | $2,000-$150,000 | $10,000/yr |
| Northbrook FinancialBaltimore | Not published | $2,000 | $800-$5,000/mo |
| Woods Advisory Services LLCTowson | Not published | $2,000-$5,000 | Not published |
| Brightpath Wealth Advisors LLCCrofton | $400/hr | $2,400-$4,800 | Not published |
| Emerson James Advisors LLCCrofton | $250/hr | $2,400-$10,000 | Not published |
| Calvert Wealth Management, Inc.Dunkirk | $300/hr | $2,500 | Not published |
| CHC Financial Solutions, LLCRockville | Not published | $2,500-$15,000 | Not published |
| Cornerstone AdvisoryHunt Valley | $250/hr | $2,500-$10,000 | Not published |
| Dyer Private Wealth ManagementSparks Glencoe | $200/hr | Up to $2,500 | Not published |
| First Shore Private WealthSalisbury | Not published | $2,500-$25,000 | Not published |
| Foxgrover Investment PartnersOlney | $500/hr | $2,500-$10,000 | Not published |
| Mcquade, Kathleen MaryLaurelNo AUM fee | $250-$300/hr | $2,500-$6,000 | Not published |
| Planvest Financial, Inc.Gaithersburg | Not published | $2,500-$5,000 | Not published |
| Retirement Management SystemsLeonardtown | $250-$500/hr | Up to $2,500 | Not published |
| Silvestri Financial and Tax Advisors, IncForest Hill | $500/hr | $2,500 | Not published |
| Tritonpoint Partners, LLCChevy Chase | $350/hr | $2,500-$10,000 | Not published |
| Upraise Wealth Advisory, LLCAnnapolis | $500/hr | $2,500-$10,000 | Not published |
| Wise Financial Counsel, LLCFort WashingtonNo AUM fee | $200-$350/hr | $2,500 | $150/mo |
| Green View Advisors LLCChevy Chase | $300/hr | $2,750-$4,000 | Not published |
| Anchor Wealth Advisors, LLCCockeysville | $495/hr | $3,000-$24,000 | Not published |
| BRC Financial PlanningOwings Mills | $500/hr | $3,000 | Not published |
| Docshah Financial, LLCEllicott City | Not published | $3,000-$8,000 | Not published |
| Hive Wealth Management LLCAshton | Not published | $3,000-$10,000 | Not published |
| Law & Associates IncGlen Echo | Not published | $3,000 | Not published |
| Opulentia, LLCHunt Valley | $450/hr | $3,000-$15,000 | Not published |
| Picket Fence Financial, LLCForest Hill | $200/hr | $3,000-$10,000 | Not published |
| American Financial Management, LTD.Owings Mills | Not published | $3,500 | Not published |
| RCS Financial Planning, LLCAnnapolis | $250-$450/hr | Up to $4,000 | Up to $300/mo |
| Oxford Planning Group, LLCWoodstock | $450/hr | $4,500-$10,000 | Not published |
| Addax Bridge FinancialPotomac | $250-$400/hr | $5,000-$6,000 | $6,000/yr |
| Clairwell Financial Planning LLCAnnapolis | $500/hr | $5,000-$10,000 | Not published |
| Endeavor Financial Advisors, LLCAnnapolis | $150/hr | $5,000 | Not published |
| Family Office Research, LLCBethesda | $250/hr | $5,000-$10,000 | Not published |
| Financial ConsulateHunt Valley | $200/hr | $5,000 | $2,500/qtr |
| Ivy League Financial Advisors LLCRockville | $250-$750/hr | $5,000-$50,000 | Not published |
| Nine Inning FinanceRockvilleNo AUM fee | Not published | $5,000-$7,500 | $150-$600/qtr |
| Personal Financial PartnersChevy Chase | Not published | $5,000 | $5,000/yr |
| Prosperity - An Eisneramper CompanyOwings Mills | Not published | $5,000 | Not published |
| Regatta Financial LLCGaithersburg | $400/hr | $5,000-$10,000 | Not published |
| Research Financial StrategiesRockville | $500/hr | $5,000 | Not published |
| Verdence Capital Advisors, LLCHunt Valley | $250-$500/hr | $5,000-$100,000 | Not published |
| Williams Asset ManagementColumbia | Not published | $5,000-$50,000 | Not published |
| Bestgate Wealth Advisors, LLCFrederick | Not published | $6,000 | Not published |
| Free State Financial Planning, LLCClarksvilleNo AUM fee | $400/hr | $6,000 | $3,500/yr |
| Ruda FinancialSilver Spring | $250/hr | Up to $6,000 | Not published |
| WBH Advisory, Inc.Baltimore | Not published | $6,000 | Not published |
| Wealthwyzr, LLCEllicott CityNo AUM fee | $500/hr | $6,000-$12,000 | Not published |
| Intero Financial Planning, LLCParkton | $300/hr | $7,000 | Not published |
| SFG Wealth ManagementTowson | $400/hr | $10,000 | Not published |
| Trasatti Wealth Planning, LLCBaltimore | Not published | $10,000 | Not published |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (132)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- 1 North Wealth Services, LLC, Annapolis
- Apprise Wealth Management LLC, Phoenix
- Berman Mcaleer, Timonium
- Beyond Financial Planning, LLC, Bethesda
- Black Diamond Financial, LLC, Lutherville
- BNB Wealth Mangagement, LLC, Silver Spring
- Bontempo Ohly Capital Management, LLC, Bethesda
- Chesapeake Financial Advisors, Towson
- Chesapeake Financial Planning, Annapolis
- Clear Advisors, Queenstown
- CTG Wealth Management LLC, Severna Park
- Curio Wealth, LLC, Annapolis
- CWM Advisory, LLC, Ocean Pines
- Docempowered, LLC, Baltimore
- Foundation Wealth & Tax Advisors, LLC, Annapolis
- Fsa Wealth Partners, Rockville
- G.s. Woods Wealth Management, Forest Hilll
- Heritage Investors Management Corp, Bethesda
- Honeygo Financial, Forest Hill
- Hwa Financial Group, Ellicott City
- Impact Capital, LLC, Rockville
- Inaltis Capital Management, LLC, Chevy Chase
- Intervest LTD, Chevy Chase
- Islands East Advisors, Chester
- L. K. Benson & Company, P.C., Timonium
- Lenet Financial Resources, LLC, N. Potomac
- Lifetime Financial, Takoma Park
- Moore Wealth, Frederick
- Nautical Financial Planning, Gambrills
- Nelson Financial Planning Services, LLC, White Plains
- Noordzee Capital LLC, Bethesda
- Onplane Financial Advisors, Poolesville
- Own Your Monday Wealth Management, LLC, Gaithersburg
- People First Financial Advisors, Landover
- Perspective Wealth Management, Hunt Valley
- RMG Advisors, Rockville
- Robert A. Sandler, LLC, Clarksville
- Samatva Wealth Management LLC, Clarksburg
- Sandbox Financial Partners, LLC, Bethesda
- Seek the Plan, Baltimore
- Smarter and Wise, Crownsville
- Standup Advisors, Mount Airy
- Stratus Capital Management, LLC, Kensington
- Trumbower Financial Advisors LLC, Bethesda
- Wealth Planning Group, Baltimore
- Wealthcare, Cabin John
- Wealthy & Wise Family Office, Columbia
- Ygc Wealth, Upper Marlboro
- Aci Group, Chevy Chase
- Aegis Wealth, Bethesda
- Agios Capital LLC, Pikesville
- Armstrong Dixon, Baltimore
- Atlas Sustainable Wealth, LLC, Baltimore
- Belleros Capital Management, LLC, Upperco
- Bethesda Financial Advisors, LLC, Bethesda
- Blue Curve Advisory, LLC, Towson
- Bluestone® Financial Advisors, LLC, Bethesda
- Booster, LLC, Baltimore
- Bryant Financial Advisory, Inc., Baltimore
- Calabash Asset Management, LLC, North Potomac Md
- Capital Advisor Management, Towson
- Carroll Frank & Plotkin LLC, Pikesville,
- Cassilly Financial, Severna Park
- Catoctin Ridge Wealth Partner, Thurmont
- Cecil Wealth, Westminster
- Celestial Wealth Management, Towson
- Champion Financial Planning Group, LLC, Annapolis
- Chevy Chase Trust Company, Bethesda
- Clark Company, Annapolis
- Councilor Wealth LLC, Bethesda
- Daley Capital, Inc, Bowie
- Decisions, LLC, Baltimore
- Elite Income Advisors, Inc., Ellicott City
- Em Leaders, LLC, Bethesda
- Equip, LLC, Baltimore
- Financial First Advisors, Inc., Columbia
- Financial Management Strategies, LLC, Baltimore
- First Perspective Capital LLC, National Harbor
- Fisher Financial, P.A., Potomac
- Flexible Finances, Silver Spring
- Foresight Financial Services, LLC, Laurel
- Fortunenavi Capital Inc., Potomac
- Forty4 Financial, Bethesda
- Fountainhead Fiduciary, LLC, Solomons, Md
- Friends Wealth Management, Ellicott City
- Goldsborough Capital Management, LLC, Gaithersburg
- Gramel Capital Management LLC, Owings Mills
- H. Elliot Associates, Rockville
- Harris and Harris Wealth Management Group, LLC, Upper Marlboro
- Hepner Financial Services, LLC, Odenton
- Hergenroeder Financial Advisors, Inc., Timonium
- Holistic Private Wealth, LLC, Towson
- Investream, Gwynn Oak
- Ithaka Financial Planning, LLC, Chevy Chase
- Izuchi LLC, Beltsville
- John Funderburk, LLC, Frederick
- Kendall Capital Management, Rockville
- Lafayette Investments, Inc., Ashton
- Legacy Financial Advisors, Towson
- Lenz Integrity Financial, Glyndon
- Main Street Advisors, LLC, Westminster
- MG Capital Partners, LLC, Chevy Chase
- Monocacy Wealth Management, LLC, Frederick
- Montgomery Financial, Ocean City
- Oliver Wealth Management, Towson
- Pennington Partners & Co., LLC, Bethesda
- PKS Investment Advisors LLC, Salisbury
- Poise Investment Advisors, Germantown
- Raskin Global Inc., Phoenix
- Rookwood Wealth, Silver Spring
- Sargent Investment Group, Bethesda
- Serene Financial Solutions, Gaithersburg
- Tender Wealth, Silver Spring
- Terrafort Capital LLC, North Bethesda
- The Simpson Firm LLC, White Plains
- The W & W Group LLC, Rockville
- The Wealth Syndicate LLC, Silver Spring
- Tias Planners, Annapolis
- Towson Financial Advisors, LLC, Abingdon
- Tred Avon Family Wealth, LLC, Easton
- Tritonpoint Wealth, LLC, Chevy Chase
- Tuvin & Tuvin, LTD., Bethesda
- Valuewealth Services, LLC, Annapolis
- Warner Financial, Inc, Bethesda
- Wealth Management Institute LTD., Frederick
- &Wealth Partners, Baltimore
- Wealthspring Financial Advisors, LLC, Bethesda
- Welsh Financial & Accounting Services,llc, Sykesville
- Widmann Financial Services, Bowie
- Worch Capital LLC, Rockville
- Worch Financial Group, LLC, Rockville
- Yegen Financial Group, LTD, Rockville