{
  "path": "/advisors/md/flat-fee",
  "url": "https://advisorcensus.com/advisors/md/flat-fee/page/2",
  "page_type": "state_fee",
  "title": "Flat-fee financial advisors in Maryland",
  "filters": {},
  "scope_total": 300,
  "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 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.",
  "about_market": null,
  "citation": "AdvisorCensus. Flat-fee financial advisors in Maryland: 300 firms from Form ADV filings as of October 2026.",
  "total_firms": 300,
  "page": 2,
  "total_pages": 6,
  "sort": "name",
  "registration_types": {
    "sec": 125,
    "state": 175,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 136
    },
    {
      "code": "percentage_of_aum",
      "count": 256
    },
    {
      "code": "hourly",
      "count": 211
    },
    {
      "code": "subscription",
      "count": 8
    },
    {
      "code": "fixed",
      "count": 300
    },
    {
      "code": "commissions",
      "count": 7
    },
    {
      "code": "performance_based",
      "count": 17
    },
    {
      "code": "other",
      "count": 35
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 91
    },
    {
      "code": "5_to_9",
      "count": 65
    },
    {
      "code": "10_to_19",
      "count": 78
    },
    {
      "code": "20_plus",
      "count": 66
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 76
    },
    {
      "code": "25m_100m",
      "count": 55
    },
    {
      "code": "100m_500m",
      "count": 71
    },
    {
      "code": "500m_1b",
      "count": 21
    },
    {
      "code": "1b_5b",
      "count": 23
    },
    {
      "code": "over_5b",
      "count": 10
    },
    {
      "code": "not_reported",
      "count": 44
    }
  ],
  "firms": [
    {
      "crd_number": 121838,
      "name": "Capital Advisor Management",
      "name_as_filed": "CAPITAL ADVISOR MANAGEMENT",
      "url": "https://advisorcensus.com/firm/capital-advisor-management-towson-md-121838",
      "city": "Towson",
      "state": "MD",
      "years_registered": 27,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341222,
      "name": "Capital Financial Planners LLC",
      "name_as_filed": "CAPITAL FINANCIAL PLANNERS LLC",
      "url": "https://advisorcensus.com/firm/capital-financial-planners-llc-chevy-chase-md-341222",
      "city": "Chevy Chase",
      "state": "MD",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326861,
      "name": "Capital Squared Financial LLC",
      "name_as_filed": "CAPITAL SQUARED FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/capital-squared-financial-llc-rockville-md-326861",
      "city": "Rockville",
      "state": "MD",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112280,
      "name": "Carroll Frank & Plotkin LLC",
      "name_as_filed": "CARROLL FRANK & PLOTKIN LLC",
      "url": "https://advisorcensus.com/firm/carroll-frank-and-plotkin-llc-pikesville-md-112280",
      "city": "Pikesville,",
      "state": "MD",
      "years_registered": 35,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300672,
      "name": "Cassilly Financial",
      "name_as_filed": "CASSILLY FINANCIAL",
      "url": "https://advisorcensus.com/firm/cassilly-financial-severna-park-md-300672",
      "city": "Severna Park",
      "state": "MD",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333113,
      "name": "Catoctin Ridge Wealth Partner",
      "name_as_filed": "CATOCTIN RIDGE WEALTH PARTNER",
      "url": "https://advisorcensus.com/firm/catoctin-ridge-wealth-partner-thurmont-md-333113",
      "city": "Thurmont",
      "state": "MD",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338245,
      "name": "Cecil Wealth",
      "name_as_filed": "CECIL WEALTH",
      "url": "https://advisorcensus.com/firm/cecil-wealth-338245",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311089,
      "name": "Celestial Wealth Management",
      "name_as_filed": "CELESTIAL WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/celestial-wealth-management-311089",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126793,
      "name": "Champion Financial Planning Group, LLC",
      "name_as_filed": "CHAMPION FINANCIAL PLANNING GROUP, LLC",
      "url": "https://advisorcensus.com/firm/champion-financial-planning-group-llc-annapolis-md-126793",
      "city": "Annapolis",
      "state": "MD",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 28116,
      "name": "Chapin Davis Asset Management",
      "name_as_filed": "CHAPIN DAVIS ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/chapin-davis-asset-management-baltimore-md-28116",
      "city": "Baltimore",
      "state": "MD",
      "years_registered": 16,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339881,
      "name": "CHC Financial Solutions, LLC",
      "name_as_filed": "CHC FINANCIAL SOLUTIONS, LLC",
      "url": "https://advisorcensus.com/firm/chc-financial-solutions-llc-rockville-md-339881",
      "city": "Rockville",
      "state": "MD",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 120139,
      "name": "Chesapeake Financial Advisors",
      "name_as_filed": "CHESAPEAKE FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/chesapeake-financial-advisors-towson-md-120139",
      "city": "Towson",
      "state": "MD",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283715,
      "name": "Chesapeake Financial Planning",
      "name_as_filed": "CHESAPEAKE FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/chesapeake-financial-planning-annapolis-md-283715",
      "city": "Annapolis",
      "state": "MD",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110742,
      "name": "Chevy Chase Trust Company",
      "name_as_filed": "CHEVY CHASE TRUST COMPANY",
      "url": "https://advisorcensus.com/firm/chevy-chase-trust-company-bethesda-md-110742",
      "city": "Bethesda",
      "state": "MD",
      "years_registered": 28,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325288,
      "name": "CJC Wealth Management",
      "name_as_filed": "CJC WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/cjc-wealth-management-olney-md-325288",
      "city": "Olney",
      "state": "MD",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328505,
      "name": "Clairwell Financial Planning LLC",
      "name_as_filed": "CLAIRWELL FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/clairwell-financial-planning-llc-328505",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121288,
      "name": "Clark Company",
      "name_as_filed": "CLARK COMPANY",
      "url": "https://advisorcensus.com/firm/clark-company-annapolis-md-121288",
      "city": "Annapolis",
      "state": "MD",
      "years_registered": 29,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "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": 142359,
      "name": "Cornerstone Advisory",
      "name_as_filed": "CORNERSTONE ADVISORY",
      "url": "https://advisorcensus.com/firm/cornerstone-advisory-hunt-valley-md-142359",
      "city": "Hunt Valley",
      "state": "MD",
      "years_registered": 19,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "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": 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": 299923,
      "name": "CWM Advisory, LLC",
      "name_as_filed": "CWM ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/cwm-advisory-llc-ocean-pines-md-299923",
      "city": "Ocean Pines",
      "state": "MD",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "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": 146441,
      "name": "Daley Capital, Inc",
      "name_as_filed": "DALEY CAPITAL, INC",
      "url": "https://advisorcensus.com/firm/daley-capital-inc-bowie-md-146441",
      "city": "Bowie",
      "state": "MD",
      "years_registered": 18,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118960,
      "name": "Decisions, LLC",
      "name_as_filed": "DECISIONS, LLC",
      "url": "https://advisorcensus.com/firm/decisions-llc-baltimore-md-118960",
      "city": "Baltimore",
      "state": "MD",
      "years_registered": 26,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 138968,
      "name": "Defrehn Consulting",
      "name_as_filed": "DEFREHN CONSULTING",
      "url": "https://advisorcensus.com/firm/defrehn-consulting-138968",
      "city": null,
      "state": null,
      "years_registered": 19,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "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": 335655,
      "name": "Dyer Private Wealth Management",
      "name_as_filed": "DYER PRIVATE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/dyer-private-wealth-management-335655",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157793,
      "name": "E. Roger Financial Group",
      "name_as_filed": "E. ROGER FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/e-roger-financial-group-largo-md-157793",
      "city": "Largo",
      "state": "MD",
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165149,
      "name": "Ecosystem Investment Partners, LLC",
      "name_as_filed": "ECOSYSTEM INVESTMENT PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/ecosystem-investment-partners-llc-baltimore-md-165149",
      "city": "Baltimore",
      "state": "MD",
      "years_registered": 13,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285429,
      "name": "Elite Income Advisors, Inc.",
      "name_as_filed": "ELITE INCOME ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/elite-income-advisors-inc-ellicott-city-md-285429",
      "city": "Ellicott City",
      "state": "MD",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166230,
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      "name_as_filed": "EM LEADERS, LLC",
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    {
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      "name_as_filed": "EMERSON JAMES ADVISORS LLC",
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      "name_as_filed": "EQUIP, LLC",
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    {
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    },
    {
      "crd_number": 106898,
      "name": "Financial Consulate",
      "name_as_filed": "FINANCIAL CONSULATE",
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    },
    {
      "crd_number": 120995,
      "name": "Financial First Advisors, Inc.",
      "name_as_filed": "FINANCIAL FIRST ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/financial-first-advisors-inc-columbia-md-120995",
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      ],
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    },
    {
      "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",
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    },
    {
      "crd_number": 330353,
      "name": "First Perspective Capital LLC",
      "name_as_filed": "FIRST PERSPECTIVE CAPITAL LLC",
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    },
    {
      "crd_number": 328768,
      "name": "First Shore Private Wealth",
      "name_as_filed": "FIRST SHORE PRIVATE WEALTH",
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    },
    {
      "crd_number": 139088,
      "name": "Fisher Financial, P.A.",
      "name_as_filed": "FISHER FINANCIAL, P.A.",
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      "city": null,
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    },
    {
      "crd_number": 120249,
      "name": "Five Rivers Financial Advisors, LLC",
      "name_as_filed": "FIVE RIVERS FINANCIAL ADVISORS, LLC",
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    {
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      {
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    "metro_fee_pages": [
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      {
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      {
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      {
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        "label": "Flat-fee financial advisors in Salisbury, MD"
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  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}