{ "path": "/advisors/md/fee-only", "url": "https://advisorcensus.com/advisors/md/fee-only/page/2", "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": 2, "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": 342564, "name": "Clear Advisors", "name_as_filed": "CLEAR ADVISORS", "url": "https://advisorcensus.com/firm/clear-advisors-342564", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334484, "name": "Compound Advisory", "name_as_filed": "COMPOUND ADVISORY", "url": "https://advisorcensus.com/firm/compound-advisory-334484", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 121413, "name": "Cornerstone Financial Planning, Inc.", "name_as_filed": "CORNERSTONE FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/cornerstone-financial-planning-inc-121413", "city": null, "state": null, "years_registered": 27, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 170858, "name": "Councilor Wealth LLC", "name_as_filed": "COUNCILOR WEALTH LLC", "url": "https://advisorcensus.com/firm/councilor-wealth-llc-bethesda-md-170858", "city": "Bethesda", "state": "MD", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311760, "name": "Crest Wealth Advisors LLC", "name_as_filed": "CREST WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/crest-wealth-advisors-llc-annapolis-md-311760", "city": "Annapolis", "state": "MD", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 148503, "name": "Cristata Investment Management", "name_as_filed": "CRISTATA INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/cristata-investment-management-woodstock-md-148503", "city": "Woodstock", "state": "MD", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 152360, "name": "Cromwell Investment Advisory, LLC", "name_as_filed": "CROMWELL INVESTMENT ADVISORY, LLC", "url": "https://advisorcensus.com/firm/cromwell-investment-advisory-llc-college-park-md-152360", "city": "College Park", "state": "MD", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 328178, "name": "Curio Wealth, LLC", "name_as_filed": "CURIO WEALTH, LLC", "url": "https://advisorcensus.com/firm/curio-wealth-llc-annapolis-md-328178", "city": "Annapolis", "state": "MD", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117255, "name": "CWM Financial Group, Inc.", "name_as_filed": "CWM FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/cwm-financial-group-inc-rockville-md-117255", "city": "Rockville", "state": "MD", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168714, "name": "Deak Reynolds Company", "name_as_filed": "DEAK REYNOLDS COMPANY", "url": "https://advisorcensus.com/firm/deak-reynolds-company-168714", "city": null, "state": null, "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330273, "name": "Dependent Financial Planning", "name_as_filed": "DEPENDENT FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/dependent-financial-planning-edgewater-md-330273", "city": "Edgewater", "state": "MD", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331732, "name": "Docempowered, LLC", "name_as_filed": "DOCEMPOWERED, LLC", "url": "https://advisorcensus.com/firm/docempowered-llc-baltimore-md-331732", "city": "Baltimore", "state": "MD", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327709, "name": "Docshah Financial, LLC", "name_as_filed": "DOCSHAH FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/docshah-financial-llc-327709", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 123262, "name": "Dyer Financial Advisory", "name_as_filed": "DYER FINANCIAL ADVISORY", "url": "https://advisorcensus.com/firm/dyer-financial-advisory-towson-md-123262", "city": "Towson", "state": "MD", "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169822, "name": "East Bay Equities LLC", "name_as_filed": "EAST BAY EQUITIES LLC", "url": "https://advisorcensus.com/firm/east-bay-equities-llc-169822", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 109104, "name": "Edgemoor Investment Advisors, Inc.", "name_as_filed": "EDGEMOOR INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/edgemoor-investment-advisors-inc-bethesda-md-109104", "city": "Bethesda", "state": "MD", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157504, "name": "EJL Asset Management, LLC", "name_as_filed": "EJL ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ejl-asset-management-llc-157504", "city": null, "state": null, "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289160, "name": "Elbrus Partners, LLC", "name_as_filed": "ELBRUS PARTNERS, LLC", "url": "https://advisorcensus.com/firm/elbrus-partners-llc-towson-md-289160", "city": "Towson", "state": "MD", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331323, "name": "Equip, LLC", "name_as_filed": "EQUIP, LLC", "url": "https://advisorcensus.com/firm/equip-llc-baltimore-md-331323", "city": "Baltimore", "state": "MD", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324496, "name": "Expect Equity LLC", "name_as_filed": "EXPECT EQUITY LLC", "url": "https://advisorcensus.com/firm/expect-equity-llc-pikesville-md-324496", "city": "Pikesville", "state": "MD", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108967, "name": "FBB Capital Partners", "name_as_filed": "FBB CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/fbb-capital-partners-bethesda-md-108967", "city": "Bethesda", "state": "MD", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109232, "name": "Ferguson-Johnson Wealth Management, Inc.", "name_as_filed": "FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/ferguson-johnson-wealth-management-inc-rockville-md-109232", "city": "Rockville", "state": "MD", "years_registered": 27, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 106898, "name": "Financial Consulate", "name_as_filed": "FINANCIAL CONSULATE", "url": "https://advisorcensus.com/firm/financial-consulate-hunt-valley-md-106898", "city": "Hunt Valley", "state": "MD", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122347, "name": "Financial Management Strategies, LLC", "name_as_filed": "FINANCIAL MANAGEMENT STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/financial-management-strategies-llc-baltimore-md-122347", "city": "Baltimore", "state": "MD", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165756, "name": "Financial Positioning System, Inc", "name_as_filed": "FINANCIAL POSITIONING SYSTEM, INC", "url": "https://advisorcensus.com/firm/financial-positioning-system-inc-derwood-md-165756", "city": "Derwood", "state": "MD", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "subscription" ], "enhanced": false }, { "crd_number": 330353, "name": "First Perspective Capital LLC", "name_as_filed": "FIRST PERSPECTIVE CAPITAL LLC", "url": "https://advisorcensus.com/firm/first-perspective-capital-llc-national-harbor-md-330353", "city": "National Harbor", "state": "MD", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120249, "name": "Five Rivers Financial Advisors, LLC", "name_as_filed": "FIVE RIVERS FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/five-rivers-financial-advisors-llc-north-east-md-120249", "city": "North East", "state": "MD", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312849, "name": "Flexible Finances", "name_as_filed": "FLEXIBLE FINANCES", "url": "https://advisorcensus.com/firm/flexible-finances-312849", "city": null, "state": null, "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155726, "name": "Flynn Capital Management LLC", "name_as_filed": "FLYNN CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/flynn-capital-management-llc-155726", "city": null, "state": null, "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312958, "name": "Foresight Financial Services, LLC", "name_as_filed": "FORESIGHT FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/foresight-financial-services-llc-laurel-md-312958", "city": "Laurel", "state": "MD", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299093, "name": "Fortunenavi Capital Inc.", "name_as_filed": "FORTUNENAVI CAPITAL INC.", "url": "https://advisorcensus.com/firm/fortunenavi-capital-inc-potomac-md-299093", "city": "Potomac", "state": "MD", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300794, "name": "Foundry Wealth Advisors, LLC", "name_as_filed": "FOUNDRY WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/foundry-wealth-advisors-llc-baltimore-md-300794", "city": "Baltimore", "state": "MD", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339517, "name": "Foxgrover Investment Partners", "name_as_filed": "FOXGROVER INVESTMENT PARTNERS", "url": "https://advisorcensus.com/firm/foxgrover-investment-partners-339517", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 330089, "name": "Free State Financial Planning, LLC", "name_as_filed": "FREE STATE FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/free-state-financial-planning-llc-highland-md-330089", "city": "Highland", "state": "MD", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104513, "name": "FSA Wealth Partners", "name_as_filed": "FSA WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/fsa-wealth-partners-rockville-md-104513", "city": "Rockville", "state": "MD", "years_registered": 43, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 314937, "name": "Glassy Mountain Advisors, Inc.", "name_as_filed": "GLASSY MOUNTAIN ADVISORS, INC.", "url": "https://advisorcensus.com/firm/glassy-mountain-advisors-inc-bethesda-md-314937", "city": "Bethesda", "state": "MD", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 132669, "name": "Greenspring Advisors, LLC", "name_as_filed": "GREENSPRING ADVISORS, LLC", "url": "https://advisorcensus.com/firm/greenspring-advisors-llc-towson-md-132669", "city": "Towson", "state": "MD", "years_registered": 19, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339984, "name": "Groff Wealth Management", "name_as_filed": "GROFF WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/groff-wealth-management-sparks-md-339984", "city": "Sparks", "state": "MD", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343532, "name": "H. Elliot Associates", "name_as_filed": "H. ELLIOT ASSOCIATES", "url": "https://advisorcensus.com/firm/h-elliot-associates-rockville-md-343532", "city": "Rockville", "state": "MD", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 315465, "name": "Harmony Wealth Advisors, LLC", "name_as_filed": "HARMONY WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/harmony-wealth-advisors-llc-edgewater-md-315465", "city": "Edgewater", "state": "MD", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107424, "name": "HDS Capital Management, Inc", "name_as_filed": "HDS CAPITAL MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/hds-capital-management-inc-107424", "city": null, "state": null, "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110420, "name": "Heritage Investors Management Corp", "name_as_filed": "HERITAGE INVESTORS MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/heritage-investors-management-corp-bethesda-md-110420", "city": "Bethesda", "state": "MD", "years_registered": 51, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117496, "name": "Houstoun Capital Management, Inc.", "name_as_filed": "HOUSTOUN CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/houstoun-capital-management-inc-bethesda-md-117496", "city": "Bethesda", "state": "MD", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 115623, "name": "HR Investment Consultants, Inc.", "name_as_filed": "HR INVESTMENT CONSULTANTS, INC.", "url": "https://advisorcensus.com/firm/hr-investment-consultants-inc-baltimore-md-115623", "city": "Baltimore", "state": "MD", "years_registered": 35, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109400, "name": "Hussman Strategic Advisors Inc", "name_as_filed": "HUSSMAN STRATEGIC ADVISORS INC", "url": "https://advisorcensus.com/firm/hussman-strategic-advisors-inc-ellicott-city-md-109400", "city": "Ellicott City", "state": "MD", "years_registered": 26, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312268, "name": "HZ Investments Inc.", "name_as_filed": "HZ INVESTMENTS INC.", "url": "https://advisorcensus.com/firm/hz-investments-inc-chevy-chase-md-312268", "city": "Chevy Chase", "state": "MD", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 297413, "name": "Impact Capital, LLC", "name_as_filed": "IMPACT CAPITAL, LLC", "url": "https://advisorcensus.com/firm/impact-capital-llc-rockville-md-297413", "city": "Rockville", "state": "MD", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 325805, "name": "Impact Financial Life Planning LLC", "name_as_filed": "IMPACT FINANCIAL LIFE PLANNING LLC", "url": "https://advisorcensus.com/firm/impact-financial-life-planning-llc-325805", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317840, "name": "Impactassets Capital Partners PB LLC", "name_as_filed": "IMPACTASSETS CAPITAL PARTNERS PB LLC", "url": "https://advisorcensus.com/firm/impactassets-capital-partners-pb-llc-bethesda-md-317840", "city": "Bethesda", "state": "MD", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 159923, "name": "Inaltis Capital Management, LLC", "name_as_filed": "INALTIS 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