Subscription financial advisors in Maryland
Jump to the 24 firms with published feesFee medians
Subscription planners charge a set monthly or quarterly fee for ongoing advice. The fee doesn't move when your investments go up or down. Every firm here passed our fee only filter: no commission or referral pay reported in its Form ADV or brochure.
The median subscription fee in Maryland is $400 a month (middle half $333-$500), from 20 firms with a current fee (brochure under 18 months old, not just a cap or minimum). 1 firm in Maryland only quotes a quarterly planning fee, which we divide by 3 to get a monthly figure. Updated November 2026.
Subscription financial advisors in Maryland and their published fees
24 firms with published fees
Maryland medians: $300/hr, $4,600 flat, $400/mo monthly fee. Ranges are placed by their middle. Near median means within 10%.
| Firm | Hourly rate | Flat or project fee | Monthly fee |
|---|---|---|---|
| BRC Financial PlanningOwings MillsCFP® | Up to $500/hr | $350- | $63- |
| Wise Financial Counsel, LLCFort WashingtonNo AUM fee | $200- | Not published | $150/mo below the Maryland median$150/mo below the Maryland median |
| Tender WealthSilver SpringCFP® | Not published | Not published | $208/mo below the Maryland median$208/mo below the Maryland median |
| Sentinel Financial Planning, LLCEdgewater | $300/hr near the Maryland median | $5,000 near the Maryland median | $250/mo below the Maryland median$250/mo below the Maryland median |
| RCS Financial Planning, LLCAnnapolis | $250- | Not published | Up to $300/moUp to $300/mo |
| StandUP AdvisorsMount AiryCFP® | Not published | Not published | $150- |
| Clear AdvisorsQueenstownNo AUM feeCFP® | Not published | Not published | $125- |
| The Financial Grove LLCBaltimoreVirtual meetingsCFP® | $250/hr below the Maryland median | $1,000- | $100- |
| WD Financial SolutionsOwings | $200/hr below the Maryland median | Up to $7,000 | $100- |
| Dependent Financial PlanningEdgewaterVirtual meetingsCFP® | $320/hr near the Maryland median | $840- | $70- |
| Crest Wealth Advisors LLCAnnapolis | Not published | $1,500- | $200- |
| Serenity Wealth Advisors LLCBaltimoreNo AUM fee | $200- | $500- | $200- |
| Primas Financial PlanningColumbiaNo AUM fee | $200/hr below the Maryland median | Not published | $100- |
| Impact Financial Life Planning LLCSeverna ParkNo AUM feeVirtual meetings | $250/hr below the Maryland median | $250- | $400- |
| Silverstone Financial LLCOwings MillsCFP® | Up to $350/hr | $1,000- | $150- |
| Rookwood WealthSilver Spring | Not published | Not published | $250- |
| Serene Financial SolutionsGaithersburgNo AUM fee | $150/hr below the Maryland median | Not published | $400- |
| The NLW Capital Group LLCBaltimore | $300- | Not published | $417- |
| Clairwell Financial Planning LLCAnnapolisVirtual meetings | $500/hr above the Maryland median | $5,000- | $50- |
| DocEmpowered, LLCBaltimoreNo AUM fee | Not published | Not published | $600- |
| Ruda FinancialSilver SpringClaimed by the firmVirtual meetings | $250/hr below the Maryland median | Up to $6,000 | Up to $1,000/moUp to $3,000/qtr (up to $1,000/mo) |
| Northbrook FinancialBaltimore | Not published | Not published | $800- |
| Seek the PlanBaltimoreNo AUM fee2019 brochure | $250/hr | Up to $15,000 | $50- |
| Beyond Profit and Wealth ConsultingLaurel2025 brochure | $150- | Not published | $100- |
Subscription fees in Maryland: key findings
- The median subscription fee in Maryland, $400 a month from 20 firms, is $75 below the US median of $475 a month (1,036 firms).
- The median subscription fee in Maryland (20 firms) is tied for the 22nd highest of the 28 US states where at least 10 firms publish a current subscription fee.
- A year of subscription planning at the Maryland median ($400 a month, 20 firms) comes to $4,800 before any upfront fee, against a median of $4,600 for a one time plan in Maryland (57 firms).
- 7 of the 20 Maryland firms with a current subscription fee name an upfront, setup or onboarding fee in the same brochure sentence as the subscription fee.
- 13 of the 20 Maryland firms with a current subscription fee also publish an hourly rate.
Source: firms' Form ADV Part 2A brochures filed with the SEC or a state regulator, data as of November 2026. We count a firm when its brochure is under 18 months old and gives a monthly fee, or a quarterly fee we divide by 3, that isn't just a cap or minimum. A range counts at its midpoint. How we count subscription fees
US subscription fee study: all states, upfront fees, hourly and one time plans
| Fee | Median | Middle half of firms | Firms counted |
|---|---|---|---|
| Subscription (per month) | $400/mo | $333- | 20 firms |