# Flat-fee financial advisors in Maryland

> AdvisorCensus lists 300 investment advisory firms with a principal office in Maryland that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/md/flat-fee

## At a glance

- Investment advisory firms: 300
- Registration: SEC-registered investment adviser: 125, State-registered investment adviser: 175
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 136 (45%); Percentage of assets 256 (85%); Hourly charges 211 (70%); Subscription fees (newsletter or periodical) 8 (3%); Fixed fees 300 (100%); Commissions 7 (2%); Performance-based fees 17 (6%); Other 35 (12%)
- Regulatory assets under management (Item 5.F): Under $25 million 76 (25%); $25 million to $100 million 55 (18%); $100 million to $500 million 71 (24%); $500 million to $1 billion 21 (7%); $1 billion to $5 billion 23 (8%); Over $5 billion 10 (3%); Not reported 44 (15%)
- Years registered: Under 5 years 91 (30%); 5 to 9 years 65 (22%); 10 to 19 years 78 (26%); 20 years or more 66 (22%)

## Firms (page 1 of 6, 1 to 50 of 300, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [&Wealth Partners](https://advisorcensus.com/firm/and-wealth-partners-baltimore-md-149136) ([md](https://advisorcensus.com/firm/and-wealth-partners-baltimore-md-149136.md)) | 149136 | Baltimore, MD | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly, Fixed fee |
| [1 North Wealth Services, LLC](https://advisorcensus.com/firm/1-north-wealth-services-llc-annapolis-md-115948) ([md](https://advisorcensus.com/firm/1-north-wealth-services-llc-annapolis-md-115948.md)) | 115948 | Annapolis, MD | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Hourly, Fixed fee |
| [1919 Investment Counsel, LLC](https://advisorcensus.com/firm/1919-investment-counsel-llc-baltimore-md-133370) ([md](https://advisorcensus.com/firm/1919-investment-counsel-llc-baltimore-md-133370.md)) | 133370 | Baltimore, MD | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Fixed fee, Other |
| [ABR Capital Partners, LLC](https://advisorcensus.com/firm/abr-capital-partners-llc-baltimore-md-152121) ([md](https://advisorcensus.com/firm/abr-capital-partners-llc-baltimore-md-152121.md)) | 152121 | Baltimore, MD | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Fixed fee, Performance fee, Other |
| [Access Holdings Management Company LLC](https://advisorcensus.com/firm/access-holdings-management-company-llc-baltimore-md-297197) ([md](https://advisorcensus.com/firm/access-holdings-management-company-llc-baltimore-md-297197.md)) | 297197 | Baltimore, MD | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Fixed fee, Performance fee |
| [Addax Bridge Financial](https://advisorcensus.com/firm/addax-bridge-financial-potomac-md-335247) ([md](https://advisorcensus.com/firm/addax-bridge-financial-potomac-md-335247.md)) | 335247 | Potomac, MD | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Adenry Wealth LLC](https://advisorcensus.com/firm/adenry-wealth-llc-339945) ([md](https://advisorcensus.com/firm/adenry-wealth-llc-339945.md)) | 339945 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Advocate Investing Services](https://advisorcensus.com/firm/advocate-investing-services-woodbine-md-273035) ([md](https://advisorcensus.com/firm/advocate-investing-services-woodbine-md-273035.md)) | 273035 | Woodbine, MD | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Aegis Wealth](https://advisorcensus.com/firm/aegis-wealth-bethesda-md-134429) ([md](https://advisorcensus.com/firm/aegis-wealth-bethesda-md-134429.md)) | 134429 | Bethesda, MD | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Fixed fee |
| [Agios Capital LLC](https://advisorcensus.com/firm/agios-capital-llc-343611) ([md](https://advisorcensus.com/firm/agios-capital-llc-343611.md)) | 343611 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee, Performance fee |
| [Alikos Wealth Management, LLC](https://advisorcensus.com/firm/alikos-wealth-management-llc-bethesda-md-282985) ([md](https://advisorcensus.com/firm/alikos-wealth-management-llc-bethesda-md-282985.md)) | 282985 | Bethesda, MD | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [American Financial Management, Ltd.](https://advisorcensus.com/firm/american-financial-management-ltd-owings-mills-md-111016) ([md](https://advisorcensus.com/firm/american-financial-management-ltd-owings-mills-md-111016.md)) | 111016 | Owings Mills, MD | SEC-registered investment adviser | $25 million to $100 million | 42 | % of assets, Fixed fee |
| [Anchor Wealth Advisors, LLC](https://advisorcensus.com/firm/anchor-wealth-advisors-llc-cockeysville-md-300980) ([md](https://advisorcensus.com/firm/anchor-wealth-advisors-llc-cockeysville-md-300980.md)) | 300980 | Cockeysville, MD | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Andersen Wealth Management](https://advisorcensus.com/firm/andersen-wealth-management-easton-md-146154) ([md](https://advisorcensus.com/firm/andersen-wealth-management-easton-md-146154.md)) | 146154 | Easton, MD | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Fixed fee |
| [Anderson Wealth Management, Inc.](https://advisorcensus.com/firm/anderson-wealth-management-inc-151241) ([md](https://advisorcensus.com/firm/anderson-wealth-management-inc-151241.md)) | 151241 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 16 | % of assets, Hourly, Fixed fee |
| [Annapolitan Investment Group, Inc.](https://advisorcensus.com/firm/annapolitan-investment-group-inc-annapolis-md-132539) ([md](https://advisorcensus.com/firm/annapolitan-investment-group-inc-annapolis-md-132539.md)) | 132539 | Annapolis, MD | State-registered investment adviser | Not reported | 4 | Hourly, Fixed fee |
| [Arch Financial Advisors LLC](https://advisorcensus.com/firm/arch-financial-advisors-llc-166272) ([md](https://advisorcensus.com/firm/arch-financial-advisors-llc-166272.md)) | 166272 | Not reported, Not reported | State-registered investment adviser | Not reported | 13 | Hourly, Fixed fee |
| [Armstrong Dixon](https://advisorcensus.com/firm/armstrong-dixon-baltimore-md-168345) ([md](https://advisorcensus.com/firm/armstrong-dixon-baltimore-md-168345.md)) | 168345 | Baltimore, MD | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Fixed fee |
| [Asset Strategy Consultants LLC](https://advisorcensus.com/firm/asset-strategy-consultants-llc-hunt-valley-md-110800) ([md](https://advisorcensus.com/firm/asset-strategy-consultants-llc-hunt-valley-md-110800.md)) | 110800 | Hunt Valley, MD | SEC-registered investment adviser | Over $5 billion | 28 | % of assets, Hourly, Fixed fee, Other |
| [Atcap Partners, LLC](https://advisorcensus.com/firm/atcap-partners-llc-rockville-md-158214) ([md](https://advisorcensus.com/firm/atcap-partners-llc-rockville-md-158214.md)) | 158214 | Rockville, MD | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Hourly, Fixed fee, Other |
| [Atlas Sustainable Wealth, LLC](https://advisorcensus.com/firm/atlas-sustainable-wealth-llc-300878) ([md](https://advisorcensus.com/firm/atlas-sustainable-wealth-llc-300878.md)) | 300878 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Audible Wealth Management](https://advisorcensus.com/firm/audible-wealth-management-silver-spring-md-325559) ([md](https://advisorcensus.com/firm/audible-wealth-management-silver-spring-md-325559.md)) | 325559 | Silver Spring, MD | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [Base Management Co](https://advisorcensus.com/firm/base-management-co-towson-md-104600) ([md](https://advisorcensus.com/firm/base-management-co-towson-md-104600.md)) | 104600 | Towson, MD | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Bay Harbor Wealth Management, LLC](https://advisorcensus.com/firm/bay-harbor-wealth-management-llc-hunt-valley-md-294000) ([md](https://advisorcensus.com/firm/bay-harbor-wealth-management-llc-hunt-valley-md-294000.md)) | 294000 | Hunt Valley, MD | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Beckett Clark Private Wealth, LLC](https://advisorcensus.com/firm/beckett-clark-private-wealth-llc-bethesda-md-338806) ([md](https://advisorcensus.com/firm/beckett-clark-private-wealth-llc-bethesda-md-338806.md)) | 338806 | Bethesda, MD | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee |
| [Belleros Capital Management, LLC](https://advisorcensus.com/firm/belleros-capital-management-llc-332663) ([md](https://advisorcensus.com/firm/belleros-capital-management-llc-332663.md)) | 332663 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Berman McAleer](https://advisorcensus.com/firm/berman-mcaleer-timonium-md-332906) ([md](https://advisorcensus.com/firm/berman-mcaleer-timonium-md-332906.md)) | 332906 | Timonium, MD | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Hourly, Fixed fee |
| [Bestgate Wealth Advisors, LLC](https://advisorcensus.com/firm/bestgate-wealth-advisors-llc-frederick-md-301639) ([md](https://advisorcensus.com/firm/bestgate-wealth-advisors-llc-frederick-md-301639.md)) | 301639 | Frederick, MD | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Bethesda Financial Advisors, LLC](https://advisorcensus.com/firm/bethesda-financial-advisors-llc-bethesda-md-170715) ([md](https://advisorcensus.com/firm/bethesda-financial-advisors-llc-bethesda-md-170715.md)) | 170715 | Bethesda, MD | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Beyond Financial Planning, LLC](https://advisorcensus.com/firm/beyond-financial-planning-llc-bethesda-md-306240) ([md](https://advisorcensus.com/firm/beyond-financial-planning-llc-bethesda-md-306240.md)) | 306240 | Bethesda, MD | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Beyond Profit and Wealth Consulting](https://advisorcensus.com/firm/beyond-profit-and-wealth-consulting-315621) ([md](https://advisorcensus.com/firm/beyond-profit-and-wealth-consulting-315621.md)) | 315621 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Black Diamond Financial, LLC](https://advisorcensus.com/firm/black-diamond-financial-llc-lutherville-md-145108) ([md](https://advisorcensus.com/firm/black-diamond-financial-llc-lutherville-md-145108.md)) | 145108 | Lutherville, MD | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee |
| [Blue Curve Advisory, LLC](https://advisorcensus.com/firm/blue-curve-advisory-llc-towson-md-333724) ([md](https://advisorcensus.com/firm/blue-curve-advisory-llc-towson-md-333724.md)) | 333724 | Towson, MD | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Bluestone® Financial Advisors, LLC](https://advisorcensus.com/firm/bluestone-financial-advisors-llc-bethesda-md-146946) ([md](https://advisorcensus.com/firm/bluestone-financial-advisors-llc-bethesda-md-146946.md)) | 146946 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 4 | Fixed fee |
| [BNB Wealth Mangagement, LLC](https://advisorcensus.com/firm/bnb-wealth-mangagement-llc-silver-spring-md-107702) ([md](https://advisorcensus.com/firm/bnb-wealth-mangagement-llc-silver-spring-md-107702.md)) | 107702 | Silver Spring, MD | SEC-registered investment adviser | $100 million to $500 million | 29 | % of assets, Hourly, Fixed fee |
| [Bolton Investment](https://advisorcensus.com/firm/bolton-investment-towson-md-104684) ([md](https://advisorcensus.com/firm/bolton-investment-towson-md-104684.md)) | 104684 | Towson, MD | SEC-registered investment adviser | $100 million to $500 million | 32 | % of assets, Hourly, Fixed fee |
| [Bontempo Ohly Capital Management, LLC](https://advisorcensus.com/firm/bontempo-ohly-capital-management-llc-bethesda-md-132804) ([md](https://advisorcensus.com/firm/bontempo-ohly-capital-management-llc-bethesda-md-132804.md)) | 132804 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Hourly, Fixed fee |
| [Booster, LLC](https://advisorcensus.com/firm/booster-llc-baltimore-md-314629) ([md](https://advisorcensus.com/firm/booster-llc-baltimore-md-314629.md)) | 314629 | Baltimore, MD | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [BRC Financial Planning](https://advisorcensus.com/firm/brc-financial-planning-334891) ([md](https://advisorcensus.com/firm/brc-financial-planning-334891.md)) | 334891 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Brightpath Wealth Advisors LLC](https://advisorcensus.com/firm/brightpath-wealth-advisors-llc-crofton-md-164209) ([md](https://advisorcensus.com/firm/brightpath-wealth-advisors-llc-crofton-md-164209.md)) | 164209 | Crofton, MD | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Brown Advisory](https://advisorcensus.com/firm/brown-advisory-baltimore-md-110181) ([md](https://advisorcensus.com/firm/brown-advisory-baltimore-md-110181.md)) | 110181 | Baltimore, MD | SEC-registered investment adviser | Over $5 billion | 35 | % of assets, Fixed fee, Performance fee |
| [Brown Advisory Investment Solutions Group LLC](https://advisorcensus.com/firm/brown-advisory-investment-solutions-group-llc-baltimore-md-124612) ([md](https://advisorcensus.com/firm/brown-advisory-investment-solutions-group-llc-baltimore-md-124612.md)) | 124612 | Baltimore, MD | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Fixed fee, Performance fee |
| [Bryan Investments, LLC](https://advisorcensus.com/firm/bryan-investments-llc-157826) ([md](https://advisorcensus.com/firm/bryan-investments-llc-157826.md)) | 157826 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 15 | Fixed fee |
| [Bryant Financial Advisory, Inc.](https://advisorcensus.com/firm/bryant-financial-advisory-inc-baltimore-md-165189) ([md](https://advisorcensus.com/firm/bryant-financial-advisory-inc-baltimore-md-165189.md)) | 165189 | Baltimore, MD | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Bull Harbor Capital LLC.](https://advisorcensus.com/firm/bull-harbor-capital-llc-bethesda-md-324995) ([md](https://advisorcensus.com/firm/bull-harbor-capital-llc-bethesda-md-324995.md)) | 324995 | Bethesda, MD | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Buttonwood Financial Advisors, Inc.](https://advisorcensus.com/firm/buttonwood-financial-advisors-inc-baltimore-md-144926) ([md](https://advisorcensus.com/firm/buttonwood-financial-advisors-inc-baltimore-md-144926.md)) | 144926 | Baltimore, MD | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Cadence Planning, LLC](https://advisorcensus.com/firm/cadence-planning-llc-frederick-md-319663) ([md](https://advisorcensus.com/firm/cadence-planning-llc-frederick-md-319663.md)) | 319663 | Frederick, MD | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee |
| [Calabash Asset Management, LLC](https://advisorcensus.com/firm/calabash-asset-management-llc-287793) ([md](https://advisorcensus.com/firm/calabash-asset-management-llc-287793.md)) | 287793 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 9 | % of assets, Fixed fee |
| [Calvert Street Capital Partners, Inc.](https://advisorcensus.com/firm/calvert-street-capital-partners-inc-towson-md-158096) ([md](https://advisorcensus.com/firm/calvert-street-capital-partners-inc-towson-md-158096.md)) | 158096 | Towson, MD | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Fixed fee, Performance fee, Other |
| [Calvert Wealth Management, Inc.](https://advisorcensus.com/firm/calvert-wealth-management-inc-dunkirk-md-115639) ([md](https://advisorcensus.com/firm/calvert-wealth-management-inc-dunkirk-md-115639.md)) | 115639 | Dunkirk, MD | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/md/flat-fee/page/2.md

## Questions people ask

**How many financial advisory firms are there in Maryland?**
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.

**How many fee-only financial advisors are in Maryland?**
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.

**How many financial advisors in Maryland offer financial planning?**
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.

**Are the financial advisors in Maryland fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Maryland](https://advisorcensus.com/advisors/md) (https://advisorcensus.com/advisors/md.md)
- [Fee-only financial advisors in Maryland](https://advisorcensus.com/advisors/md/fee-only) (https://advisorcensus.com/advisors/md/fee-only.md)
- [Hourly financial advisors in Maryland](https://advisorcensus.com/advisors/md/hourly) (https://advisorcensus.com/advisors/md/hourly.md)
- [Flat-fee financial advisors in Baltimore, MD](https://advisorcensus.com/advisors/md/baltimore/flat-fee) (https://advisorcensus.com/advisors/md/baltimore/flat-fee.md)
- [Flat-fee financial advisors in Lexington Park, MD](https://advisorcensus.com/advisors/md/lexington-park/flat-fee) (https://advisorcensus.com/advisors/md/lexington-park/flat-fee.md)
- [Flat-fee financial advisors in Hagerstown, MD](https://advisorcensus.com/advisors/md/hagerstown/flat-fee) (https://advisorcensus.com/advisors/md/hagerstown/flat-fee.md)
- [Flat-fee financial advisors in Salisbury, MD](https://advisorcensus.com/advisors/md/salisbury/flat-fee) (https://advisorcensus.com/advisors/md/salisbury/flat-fee.md)

Cite as: AdvisorCensus. Flat-fee financial advisors in Maryland: 300 firms from Form ADV filings as of October 2026.