{ "path": "/advisors/md/fee-only", "url": "https://advisorcensus.com/advisors/md/fee-only", "page_type": "state_fee", "title": "Fee-only financial advisors in Maryland", "filters": {}, "scope_total": 218, "faq": [ { "q": "How many financial advisory firms are there in Maryland?", "a": "AdvisorCensus lists 582 investment advisory firms with a principal office in Maryland, from Form ADV filings as of October 2026: 230 SEC-registered, 289 state-registered, and 63 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Maryland?", "a": "218 of the 582 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Maryland offer financial planning?", "a": "331 of the 519 firms in Maryland that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Maryland fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 218 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 218 investment advisory firms with a principal office in Maryland that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in Maryland: 218 firms from Form ADV filings as of October 2026.", "total_firms": 218, "page": 1, "total_pages": 5, "sort": "name", "registration_types": { "sec": 73, "state": 145, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 218 }, { "code": "percentage_of_aum", "count": 191 }, { "code": "hourly", "count": 112 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 136 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 63 }, { "code": "5_to_9", "count": 47 }, { "code": "10_to_19", "count": 62 }, { "code": "20_plus", "count": 46 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 73 }, { "code": "25m_100m", "count": 44 }, { "code": "100m_500m", "count": 46 }, { "code": "500m_1b", "count": 14 }, { "code": "1b_5b", "count": 12 }, { "code": "over_5b", "count": 2 }, { "code": "not_reported", "count": 27 } ], "firms": [ { "crd_number": 149136, "name": "&Wealth Partners", "name_as_filed": "&WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/and-wealth-partners-baltimore-md-149136", "city": "Baltimore", "state": "MD", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115948, "name": "1 North Wealth Services, LLC", "name_as_filed": "1 NORTH WEALTH SERVICES, LLC", "url": "https://advisorcensus.com/firm/1-north-wealth-services-llc-annapolis-md-115948", "city": "Annapolis", "state": "MD", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107041, "name": "A. J. Perry & Co.", "name_as_filed": "A. J. PERRY & CO.", "url": "https://advisorcensus.com/firm/a-j-perry-and-co-towson-md-107041", "city": "Towson", "state": "MD", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 162150, "name": "A.G. Campbell Advisory, LLC", "name_as_filed": "A.G. CAMPBELL ADVISORY, LLC", "url": "https://advisorcensus.com/firm/a-g-campbell-advisory-llc-baltimore-md-162150", "city": "Baltimore", "state": "MD", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 336585, "name": "AAA Advisory LLC", "name_as_filed": "AAA ADVISORY LLC", "url": "https://advisorcensus.com/firm/aaa-advisory-llc-walkersville-md-336585", "city": "Walkersville", "state": "MD", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 293864, "name": "Acara Capital Management, LLC", "name_as_filed": "ACARA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/acara-capital-management-llc-293864", "city": null, "state": null, "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 226613, "name": "Adams Funds Advisers", "name_as_filed": "ADAMS FUNDS ADVISERS", "url": "https://advisorcensus.com/firm/adams-funds-advisers-baltimore-md-226613", "city": "Baltimore", "state": "MD", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335247, "name": "Addax Bridge Financial", "name_as_filed": "ADDAX BRIDGE FINANCIAL", "url": "https://advisorcensus.com/firm/addax-bridge-financial-potomac-md-335247", "city": "Potomac", "state": "MD", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339945, "name": "Adenry Wealth LLC", "name_as_filed": "ADENRY WEALTH LLC", "url": "https://advisorcensus.com/firm/adenry-wealth-llc-339945", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 134429, "name": "Aegis Wealth", "name_as_filed": "AEGIS WEALTH", "url": "https://advisorcensus.com/firm/aegis-wealth-bethesda-md-134429", "city": "Bethesda", "state": "MD", "years_registered": 21, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282985, "name": "Alikos Wealth Management, LLC", "name_as_filed": "ALIKOS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/alikos-wealth-management-llc-bethesda-md-282985", "city": "Bethesda", "state": "MD", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300980, "name": "Anchor Wealth Advisors, LLC", "name_as_filed": "ANCHOR WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/anchor-wealth-advisors-llc-cockeysville-md-300980", "city": "Cockeysville", "state": "MD", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151241, "name": "Anderson Wealth Management, Inc.", "name_as_filed": "ANDERSON WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/anderson-wealth-management-inc-151241", "city": null, "state": null, "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166272, "name": "Arch Financial Advisors LLC", "name_as_filed": "ARCH FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/arch-financial-advisors-llc-166272", "city": null, "state": null, "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146562, "name": "Arete Asset Management, LLC", "name_as_filed": "ARETE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/arete-asset-management-llc-146562", "city": null, "state": null, "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 159162, "name": "Atlantic Financial Planning LLC", "name_as_filed": "ATLANTIC FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/atlantic-financial-planning-llc-annapolis-md-159162", "city": "Annapolis", "state": "MD", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 300878, "name": "Atlas Sustainable Wealth, LLC", "name_as_filed": "ATLAS SUSTAINABLE WEALTH, LLC", "url": "https://advisorcensus.com/firm/atlas-sustainable-wealth-llc-300878", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 239786, "name": "Awareness Wealth Advisors, Inc.", "name_as_filed": "AWARENESS WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/awareness-wealth-advisors-inc-braddock-heights-md-239786", "city": "Braddock Heights", "state": "MD", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 122327, "name": "Baczkowski & Company", "name_as_filed": "BACZKOWSKI & COMPANY", "url": "https://advisorcensus.com/firm/baczkowski-and-company-122327", "city": null, "state": null, "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 133583, "name": "Ball Wealth Management LLC", "name_as_filed": "BALL WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/ball-wealth-management-llc-133583", "city": null, "state": null, "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 159833, "name": "Baltimore Avenue Investments, LLC", "name_as_filed": "BALTIMORE AVENUE INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/baltimore-avenue-investments-llc-towson-md-159833", "city": "Towson", "state": "MD", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 173536, "name": "Barrack Yard Advisors, LLC", "name_as_filed": "BARRACK YARD ADVISORS, LLC", "url": "https://advisorcensus.com/firm/barrack-yard-advisors-llc-chevy-chase-md-173536", "city": "Chevy Chase", "state": "MD", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104600, "name": "Base Management Co", "name_as_filed": "BASE MANAGEMENT CO", "url": "https://advisorcensus.com/firm/base-management-co-towson-md-104600", "city": "Towson", "state": "MD", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 127368, "name": "Beacon Investment Advisors LLC", "name_as_filed": "BEACON INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/beacon-investment-advisors-llc-gaithersburg-md-127368", "city": "Gaithersburg", "state": "MD", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 301639, "name": "Bestgate Wealth Advisors, LLC", "name_as_filed": "BESTGATE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bestgate-wealth-advisors-llc-frederick-md-301639", "city": "Frederick", "state": "MD", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306240, "name": "Beyond Financial Planning, LLC", "name_as_filed": "BEYOND FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/beyond-financial-planning-llc-bethesda-md-306240", "city": "Bethesda", "state": "MD", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315621, "name": "Beyond Profit and Wealth Consulting", "name_as_filed": "BEYOND PROFIT AND WEALTH CONSULTING", "url": "https://advisorcensus.com/firm/beyond-profit-and-wealth-consulting-315621", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322486, "name": "Binnacle Financial Group LLC", "name_as_filed": "BINNACLE FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/binnacle-financial-group-llc-322486", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 145108, "name": "Black Diamond Financial, LLC", "name_as_filed": "BLACK DIAMOND FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/black-diamond-financial-llc-lutherville-md-145108", "city": "Lutherville", "state": "MD", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148104, "name": "Blue Point Investment Management", "name_as_filed": "BLUE POINT INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/blue-point-investment-management-baltimore-md-148104", "city": "Baltimore", "state": "MD", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 146946, "name": "Bluestone® Financial Advisors, LLC", "name_as_filed": "BLUESTONE® FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bluestone-financial-advisors-llc-bethesda-md-146946", "city": "Bethesda", "state": "MD", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 104684, "name": "Bolton Investment", "name_as_filed": "BOLTON INVESTMENT", "url": "https://advisorcensus.com/firm/bolton-investment-towson-md-104684", "city": "Towson", "state": "MD", "years_registered": 32, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132804, "name": "Bontempo Ohly Capital Management, LLC", "name_as_filed": "BONTEMPO OHLY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bontempo-ohly-capital-management-llc-bethesda-md-132804", "city": "Bethesda", "state": "MD", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166085, "name": "Brandt Wealth Advisors, LLC", "name_as_filed": "BRANDT WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/brandt-wealth-advisors-llc-166085", "city": null, "state": null, "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340702, "name": "Broad Reach Retail Partners LLC", "name_as_filed": "BROAD REACH RETAIL PARTNERS LLC", "url": "https://advisorcensus.com/firm/broad-reach-retail-partners-llc-millersville-md-340702", "city": "Millersville", "state": "MD", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157826, "name": "Bryan Investments, LLC", "name_as_filed": "BRYAN INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/bryan-investments-llc-157826", "city": null, "state": null, "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 165189, "name": "Bryant Financial Advisory, Inc.", "name_as_filed": "BRYANT FINANCIAL ADVISORY, INC.", "url": "https://advisorcensus.com/firm/bryant-financial-advisory-inc-baltimore-md-165189", "city": "Baltimore", "state": "MD", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287995, "name": "Bush River Trust, LLC", "name_as_filed": "BUSH RIVER TRUST, LLC", "url": "https://advisorcensus.com/firm/bush-river-trust-llc-hunt-valley-md-287995", "city": "Hunt Valley", "state": "MD", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 144926, "name": "Buttonwood Financial Advisors, Inc.", "name_as_filed": "BUTTONWOOD FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/buttonwood-financial-advisors-inc-baltimore-md-144926", "city": "Baltimore", "state": "MD", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 117829, "name": "C.T. Kares Advisory Group, Inc.", "name_as_filed": "C.T. 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