PlannerFees

Firms based in other states that are registered in Maryland

234 fee only firms that publish prices. Back to the Maryland page.

These firms are based in another state and are registered in Maryland. The list isn't complete: a firm with five or fewer clients in Maryland doesn't have to file there. Being registered here doesn't mean a firm offers virtual meetings.

234 firms with published fees

Firms that publish fees
FirmHourly rateFlat or project feeOngoing fee
2nd Story Wealth PlannersPlymouth Meeting, PAVirtual meetingsCFP®$400/hr$3,000⁠-$6,000$333⁠-$667/mo$1,000⁠-$2,000/qtr ($333⁠-⁠$667/mo)
Abound Wealth Management, LLCFranklin, TNCFP®Not published$5,200No monthly fee$4,200/yr
About Time Financial PlanningRochester, NYNo AUM feeCFP®Not published$400⁠-$10,000$233⁠-$1,067/mo$700⁠-$3,200/qtr ($233⁠-⁠$1,067/mo)
Absher Wealth Management, LLCChapel Hill, NCNot publishedUp to $20,000% of assets
Abundo WealthHouston, TXNo AUM feeNot publishedNot published$199/mo$199/mo
Acadia Financial Services, LLCFairfax Station, VAVirtual meetings$400/hrNot publishedNo monthly feeFrom $600/yr
Accretive Wealth Partners, LLCParsippany, NJCFP®Up to $450/hrNot published% of assets
AdviceOne Advisory Services, LLCGlastonbury, CTNot publishedUp to $25,000% of assets
Advisors Capital Management, LLCRidgewood, NJ$350⁠-$500/hrNot published% of assets
Advisors Financial, Inc.McLean, VACFP®$250⁠-$500/hrNot published% of assets
Alexander Randolph Advisory IncMcLean, VAVirtual meetings$300⁠-$750/hrNot published% of assets
Alpha Financial Advisors, LLCMcLean, VACFP®From $250/hrNot published% of assets
Altfest Personal Wealth ManagementNew York City, NY$250/hrNot published% of assets
Analog Capital Partners LLCHouston, TXNot published$3,000% of assets
Anderson Wealth Management, Inc.Greer, SC2025 brochure$350/hr$1,500⁠-$10,000% of assets
ApforiaVirginia Beach, VAUp to $500/hrNot publishedNo monthly feeUp to $30,000/yr
APM WealthPortland, OR$250/hrNot publishedUp to $1,299/moUp to $1,299/mo
Argo Wealth Advisory, LLCMcLean, VACFP®Not published$500⁠-$50,000% of assets
Arlington Financial Advisors, LLCSanta Barbara, CAUp to $375/hr$4,950⁠-$10,000% of assets
Arlington Wealth Planning, LLCArlington, VACFP®$289/hr$6,128⁠-$10,128% of assets
Ask DollyDenver, CONo AUM feeNot publishedNot published$50⁠-$100/mo$50⁠-$100/mo
AssetBuilder, Inc.Allen, TXCFP®Up to $350/hrNot published% of assets
Astoria Portfolio Advisors LLCNew York City, NY$300/hr$300⁠-$50,000% of assets
Aurelius Family Office, LLCBedford, NHNot published$2,000⁠-$10,000% of assets
Back Bay Financial Planning & InvestmentsBethany Beach, DE$400/hr$2,500⁠-$5,000% of assets
Bailard, Inc.Foster City, CANot published$3,500⁠-$15,000No monthly fee$2,000⁠-$50,000/yr
BakerAvenueSan Francisco, CA$225⁠-$300/hr$2,000⁠-$10,000% of assets
Beacon TrustMorristown, NJNot published$5,000⁠-$15,000% of assets
Berg Faircloth Investment AdvisorsLeesburg, VA$150⁠-$250/hrNot published% of assets
Best Life Infinity, LLCColorado Springs, COCFP®Up to $375/hrNot publishedNo monthly feeUp to $24,000/yr
Biondo Investment Advisors LLCMilford, PANot publishedUp to $2,500% of assets
Birks Financial Corp.Herndon, VAUp to $1,000/hr$1,900⁠-$30,000% of assets
Blacktower Financial Management (US) LLCOrlando, FLNot publishedUp to $5,000% of assets
BLBB AdvisorsMontgomeryville, PANot published$2,500⁠-$10,000% of assets
Blue Bell Private Wealth Management, LLCBlue Bell, PA$250⁠-$500/hr$250⁠-$10,000% of assets
Boldin AdvisorsMill Valley, CANo AUM fee$300⁠-$475/hrUp to $6,000No monthly feeUp to $6,000/yr
Breakwater Capital GroupParamus, NJCFP®Up to $500/hr$5,000⁠-$20,000% of assets
Brighton Jones LLCSeattle, WA$150⁠-$300/hr$5,000⁠-$25,000% of assets
Broadhurst Financial Advisors, Inc.Austin, TXCFP®$350/hrNot published% of assets
BSW Wealth PartnersBoulder, COVirtual meetingsNot publishedNot publishedNo monthly fee$7,500⁠-$25,000/yr
Burns Matteson Capital Management, LLCCorning, NYCFP®$400/hr$5,000⁠-$8,000No monthly fee$3,500/yr
Cambridge Financial Group, LLCTucson, AZNot publishedNot publishedNo monthly fee$3,500⁠-$71,000/yr
Campion Asset Management, LLCFairfax, VA$500/hrNot published% of assets
Cannon Wealth Group LLCEagle, ID$250/hr$1,000⁠-$10,000% of assets
Canny Capital Management, LLCBrooklyn, NY$99/hrNot published% of assets
Canopy Wealth ManagementMiddleton, WINot published$1,000⁠-$25,000From $200/moFrom $200/mo
Capstone Financial Advisors IncDowners Grove, IL$150⁠-$400/hr$1,000⁠-$30,000% of assets
Cardone Wealth AdvisorsAventura, FLNo AUM feeVirtual meetings$500/hr$4,800No monthly fee$4,800/yr
Castfirm Advisors LLCGarden City, NYNot published$250⁠-$1,000% of assets
Century Management Financial AdvisorsAustin, TX$250/hr$4,000⁠-$10,000% of assets
184 more firms with published fees