{
  "path": "/advisors/md/flat-fee",
  "url": "https://advisorcensus.com/advisors/md/flat-fee/page/4",
  "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": 4,
  "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": 188516,
      "name": "Laser Wealth Management, LC",
      "name_as_filed": "LASER WEALTH MANAGEMENT, LC",
      "url": "https://advisorcensus.com/firm/laser-wealth-management-lc-kensington-md-188516",
      "city": "Kensington",
      "state": "MD",
      "years_registered": 11,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105350,
      "name": "Law & Associates Inc",
      "name_as_filed": "LAW & ASSOCIATES INC",
      "url": "https://advisorcensus.com/firm/law-and-associates-inc-glen-echo-md-105350",
      "city": "Glen Echo",
      "state": "MD",
      "years_registered": 44,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 120725,
      "name": "Lee Financial Associates, Inc.",
      "name_as_filed": "LEE FINANCIAL ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/lee-financial-associates-inc-ellicott-city-md-120725",
      "city": "Ellicott City",
      "state": "MD",
      "years_registered": 34,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121803,
      "name": "Lee Financial Group, Inc.",
      "name_as_filed": "LEE FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/lee-financial-group-inc-columbia-md-121803",
      "city": "Columbia",
      "state": "MD",
      "years_registered": 35,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335357,
      "name": "Legacy Financial Advisors",
      "name_as_filed": "LEGACY FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/legacy-financial-advisors-towson-md-335357",
      "city": "Towson",
      "state": "MD",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 277057,
      "name": "Legacy Investing & Wealth Management LLC",
      "name_as_filed": "LEGACY INVESTING & WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/legacy-investing-and-wealth-management-llc-277057",
      "city": null,
      "state": null,
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143249,
      "name": "Lenet Financial Resources, LLC",
      "name_as_filed": "LENET FINANCIAL RESOURCES, LLC",
      "url": "https://advisorcensus.com/firm/lenet-financial-resources-llc-143249",
      "city": null,
      "state": null,
      "years_registered": 19,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308335,
      "name": "Lenz Integrity Financial",
      "name_as_filed": "LENZ INTEGRITY FINANCIAL",
      "url": "https://advisorcensus.com/firm/lenz-integrity-financial-308335",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312171,
      "name": "Lifetime Financial",
      "name_as_filed": "LIFETIME FINANCIAL",
      "url": "https://advisorcensus.com/firm/lifetime-financial-takoma-park-md-312171",
      "city": "Takoma Park",
      "state": "MD",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108231,
      "name": "Lombard Advisers Incorporated",
      "name_as_filed": "LOMBARD ADVISERS INCORPORATED",
      "url": "https://advisorcensus.com/firm/lombard-advisers-incorporated-baltimore-md-108231",
      "city": "Baltimore",
      "state": "MD",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149621,
      "name": "Macroview Investment Management LLC",
      "name_as_filed": "MACROVIEW INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/macroview-investment-management-llc-bethesda-md-149621",
      "city": "Bethesda",
      "state": "MD",
      "years_registered": 16,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121797,
      "name": "Main Street Advisors, LLC",
      "name_as_filed": "MAIN STREET ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/main-street-advisors-llc-westminster-md-121797",
      "city": "Westminster",
      "state": "MD",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134875,
      "name": "Maryland Capital Advisors, Inc.",
      "name_as_filed": "MARYLAND CAPITAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/maryland-capital-advisors-inc-chester-md-134875",
      "city": "Chester",
      "state": "MD",
      "years_registered": 18,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326584,
      "name": "Maxwell Family Office, LLC",
      "name_as_filed": "MAXWELL FAMILY OFFICE, LLC",
      "url": "https://advisorcensus.com/firm/maxwell-family-office-llc-326584",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155892,
      "name": "McQuade, Kathleen Mary",
      "name_as_filed": "MCQUADE, KATHLEEN MARY",
      "url": "https://advisorcensus.com/firm/mcquade-kathleen-mary-155892",
      "city": null,
      "state": null,
      "years_registered": 15,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325950,
      "name": "MDRN Capital",
      "name_as_filed": "MDRN CAPITAL",
      "url": "https://advisorcensus.com/firm/mdrn-capital-annapolis-md-325950",
      "city": "Annapolis",
      "state": "MD",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104694,
      "name": "Money Plans",
      "name_as_filed": "MONEY PLANS",
      "url": "https://advisorcensus.com/firm/money-plans-silver-spring-md-104694",
      "city": "Silver Spring",
      "state": "MD",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315979,
      "name": "Monocacy Wealth Management, LLC",
      "name_as_filed": "MONOCACY WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/monocacy-wealth-management-llc-frederick-md-315979",
      "city": "Frederick",
      "state": "MD",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170024,
      "name": "Montgomery Financial",
      "name_as_filed": "MONTGOMERY FINANCIAL",
      "url": "https://advisorcensus.com/firm/montgomery-financial-ocean-city-md-170024",
      "city": "Ocean City",
      "state": "MD",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330143,
      "name": "Monumental Wealth, LLC",
      "name_as_filed": "MONUMENTAL WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/monumental-wealth-llc-hunt-valley-md-330143",
      "city": "Hunt Valley",
      "state": "MD",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323374,
      "name": "Moore Wealth",
      "name_as_filed": "MOORE WEALTH",
      "url": "https://advisorcensus.com/firm/moore-wealth-frederick-md-323374",
      "city": "Frederick",
      "state": "MD",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144986,
      "name": "Municap Inc.",
      "name_as_filed": "MUNICAP INC.",
      "url": "https://advisorcensus.com/firm/municap-inc-columbia-md-144986",
      "city": "Columbia",
      "state": "MD",
      "years_registered": 18,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139034,
      "name": "MV Capital Management, Inc.",
      "name_as_filed": "MV CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/mv-capital-management-inc-bethesda-md-139034",
      "city": "Bethesda",
      "state": "MD",
      "years_registered": 20,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168566,
      "name": "My Wealth Management, Inc",
      "name_as_filed": "MY WEALTH MANAGEMENT, INC",
      "url": "https://advisorcensus.com/firm/my-wealth-management-inc-germantown-md-168566",
      "city": "Germantown",
      "state": "MD",
      "years_registered": 13,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297187,
      "name": "Nautical Financial Planning",
      "name_as_filed": "NAUTICAL FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/nautical-financial-planning-crofton-md-297187",
      "city": "Crofton",
      "state": "MD",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 138196,
      "name": "NEA Member Benefits",
      "name_as_filed": "NEA MEMBER BENEFITS",
      "url": "https://advisorcensus.com/firm/nea-member-benefits-gaithersburg-md-138196",
      "city": "Gaithersburg",
      "state": "MD",
      "years_registered": 20,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 120320,
      "name": "Nelson Financial Planning Services, LLC",
      "name_as_filed": "NELSON FINANCIAL PLANNING SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/nelson-financial-planning-services-llc-120320",
      "city": null,
      "state": null,
      "years_registered": 24,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315250,
      "name": "NEXUS338",
      "name_as_filed": "NEXUS338",
      "url": "https://advisorcensus.com/firm/nexus338-cabin-john-md-315250",
      "city": "Cabin John",
      "state": "MD",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322214,
      "name": "Nine Inning Finance",
      "name_as_filed": "NINE INNING FINANCE",
      "url": "https://advisorcensus.com/firm/nine-inning-finance-322214",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332664,
      "name": "Noordzee Capital LLC",
      "name_as_filed": "NOORDZEE CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/noordzee-capital-llc-bethesda-md-332664",
      "city": "Bethesda",
      "state": "MD",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309060,
      "name": "Northbrook Financial",
      "name_as_filed": "NORTHBROOK FINANCIAL",
      "url": "https://advisorcensus.com/firm/northbrook-financial-baltimore-md-309060",
      "city": "Baltimore",
      "state": "MD",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142970,
      "name": "Northpeak Financial, Inc.",
      "name_as_filed": "NORTHPEAK FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/northpeak-financial-inc-frederick-md-142970",
      "city": "Frederick",
      "state": "MD",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314867,
      "name": "Oliver Wealth Management",
      "name_as_filed": "OLIVER WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/oliver-wealth-management-towson-md-314867",
      "city": "Towson",
      "state": "MD",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314197,
      "name": "Opulentia, LLC",
      "name_as_filed": "OPULENTIA, LLC",
      "url": "https://advisorcensus.com/firm/opulentia-llc-hunt-valley-md-314197",
      "city": "Hunt Valley",
      "state": "MD",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281944,
      "name": "Ortman Financial Planning",
      "name_as_filed": "ORTMAN FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/ortman-financial-planning-north-bethesda-md-281944",
      "city": "North Bethesda",
      "state": "MD",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151132,
      "name": "Osprey Capital Management, LLC",
      "name_as_filed": "OSPREY CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/osprey-capital-management-llc-rock-hall-md-151132",
      "city": "Rock Hall",
      "state": "MD",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 344150,
      "name": "OWN Your Monday Wealth Management, LLC",
      "name_as_filed": "OWN YOUR MONDAY WEALTH MANAGEMENT, LLC",
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    {
      "crd_number": 286017,
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      "crd_number": 145670,
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    {
      "crd_number": 285718,
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      "name_as_filed": "PARTNERSHIP WEALTH MANAGEMENT",
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      "crd_number": 288775,
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    {
      "crd_number": 282688,
      "name": "Pennington Partners & Co., LLC",
      "name_as_filed": "PENNINGTON PARTNERS & CO., LLC",
      "url": "https://advisorcensus.com/firm/pennington-partners-and-co-llc-bethesda-md-282688",
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    {
      "crd_number": 143919,
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      "name_as_filed": "PEOPLE FIRST FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/people-first-financial-advisors-landover-md-143919",
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    },
    {
      "crd_number": 331381,
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      "name_as_filed": "PERSONAL FINANCIAL PARTNERS",
      "url": "https://advisorcensus.com/firm/personal-financial-partners-chevy-chase-md-331381",
      "city": "Chevy Chase",
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      "raum_band": "under_25m",
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      ],
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    },
    {
      "crd_number": 104619,
      "name": "Perspective Wealth Management",
      "name_as_filed": "PERSPECTIVE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/perspective-wealth-management-hunt-valley-md-104619",
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    },
    {
      "crd_number": 284293,
      "name": "Phoenix Financial Engineering, LLC",
      "name_as_filed": "PHOENIX FINANCIAL ENGINEERING, LLC",
      "url": "https://advisorcensus.com/firm/phoenix-financial-engineering-llc-284293",
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    },
    {
      "crd_number": 139262,
      "name": "Picket Fence Financial, LLC",
      "name_as_filed": "PICKET FENCE FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/picket-fence-financial-llc-forest-hill-md-139262",
      "city": "Forest Hill",
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    {
      "crd_number": 314420,
      "name": "Piedmont Financial Consulting",
      "name_as_filed": "PIEDMONT FINANCIAL CONSULTING",
      "url": "https://advisorcensus.com/firm/piedmont-financial-consulting-laurel-md-314420",
      "city": "Laurel",
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      ],
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    },
    {
      "crd_number": 110147,
      "name": "PKS Investment Advisors LLC",
      "name_as_filed": "PKS INVESTMENT ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/pks-investment-advisors-llc-salisbury-md-110147",
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      "name_as_filed": "PLAN2RETIRE",
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      "state": "MD",
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    "metro_fee_pages": [
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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"
  }
}