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Jay Paul Schuman

Advisor at Focus Partners Wealth, LLC — Hunt Valley, MD

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

17 years

Location

Hunt Valley, MD 21030

Focus Partners Wealth, LLC logo

Focus Partners Wealth, LLC

Enterprise

Total advisors

1,035

Across 255 offices

Clients per advisor

59 Typical

Avg AUM per client

$2,557,933 Very High

HNW client ratio

49% Very High

About

Jay Schuman is a CFP® with 17 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Connectus Wealth, and Horan Capital Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Client services

Based on Focus Partners Wealth, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions.

Expertise

Based on Focus Partners Wealth, LLC

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Focus Partners Wealth, LLC

Founder/Business Owner Dentist Executive Retired

Demographic focus

Based on Focus Partners Wealth, LLC

Established Professionals

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Fee options

Fixed

Aging Life Care Planning $1,500 plus $250 per hour for additional meetings; Practice Integrated Wealth Management generally $150 to $825 per month; Family budget services typically $3,000 to $6,000 per month; Business Solutions $5,000 to $50,000 typically

Percentage

$0+: Up to 1.25% $0+: Up to 0.80% for non-sponsored wrap and model portfolio programs $0+: 0.10% to 1.00% for retirement plan services (tiered asset-based fees) $25,000,000+: Minimum annual fee of $62,500 for Institutional Consulting $50,000,000+: Minimum relationship size for Institutional OCIO model (fees negotiable)

Project-based

Hourly rates range from $80 to $375 per hour for business management; $300 per hour for dispute resolution; $250 per hour for time in court/hearings

Performance-based

Performance-based fees charged for certain private funds; carried interest of 10-15% on some funds; generally not charged for typical advisory services

Subscriptions

TPS newsletter subscription $33/month; 1 year $325-$375; 2 years $595-$695

Other

Account minimum: $5,000 Minimum fee: $5,000 minimum fee for investment management services Fee-only: Fixed fees for financial counseling, family office services, Practice Integrated Wealth Management, family budget, business solutions, dispute resolution, tax preparation, range generally $95/hour to $50,000 per engagement depending on service

Location

See office

Hunt Valley, MD

20 Wight Ave., Suite 155

Hunt Valley MD 21030

Advisors at this office

7

Most active in

Maryland · Texas

Work history

17 years of industry experience

The Colony Group, LLC

2024 - Present • 2 years

Boston, MA

Connectus Wealth

2021 - 2024 • 3 years

Hunt Valley, MD

Horan Capital Management, LLC

2007 - 2021 • 14 years

Hunt Valley, MD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael R

Series 65

Towson, MD

Legacy Financial Advisors

Michael Riley is a financial advisor at Legacy Financial Advisors with two years of industry experience. He holds a Series 65 credential and has prior experience at Eisneramper Wealth Management Corporate Benefits LLC, Prosperity - An EisnerAmper Company, and Future Plan By Ascensus. Outside of finance, he owns and operates a comic book business, writing, drawing, producing self-published comics, and managing online sales and show appearances. Legacy Financial Advisors serves individuals, families, trusts, retirement plan sponsors, and business entities with financial planning, investment management, retirement plan advisory, and business consulting. The firm employs a disciplined, goals-based investment process using strategic asset allocation, diversification, and regular portfolio evaluations, with a focus on retirement plan fiduciary services and business consulting.

General retirement planning College savings (529s, UTMA, etc.) Life insurance needs analysis Long-term care insurance Business ownership considerations Founder/Business Owner Executive

Jeff J

CFP®, ChFC®, Series 63, Series 65, CLU®, Series 6, Series 7

Forest Hill, MD

Chesapeake Financial Planners

Jeff Judge, CFP®, ChFC®, CLU®, AEP®, is Managing Partner of Chesapeake Financial Planners in Forest Hill, Maryland. He helps families, executives, and business owners navigate retirement, business exit, equity compensation, tax, and estate planning through the firm's proprietary R.U.D.D.E.R. Method™ — a structured six-step process for aligning wealth with life goals. A 2005 graduate of Goucher College, Jeff began his career in regional and national banks before joining MetLife in 2011 and founding his first firm a year later. He co-founded Chesapeake Financial Planners with Mark Rossbach, CPA, in 2017. Jeff is a Kiplinger contributor, a Five Star Wealth Manager (2017–2026), and an NAEPC-affiliated estate planner. He leads financial-literacy workshops for Fortune 500 and mid-sized employers across the Mid-Atlantic. Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services through Great Valley Advisor Group, a separate RIA. Jeff lives in Forest Hill with his family.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Self-Employed Technology Professional Executive HENRY (High Earners, Not Rich Yet) Approaching retirement Retired Divorced Women Women Business Owners
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Daryan L

CFP®, Series 63

Glyndon, MD

Lenz Integrity Financial

Daryan Lenz is a CFP®-designated financial advisor with 15 years of industry experience. He is the sole advisor at Lenz Integrity Financial, an independent firm he has been affiliated with since 2016. Lenz Integrity Financial serves individual, high-net-worth, and charitable organization clients, offering discretionary portfolio management and standalone financial planning. The firm’s investment approach combines modern portfolio theory with other strategies such as technical analysis, model allocations, and option strategies, typically using exchange-traded funds and model portfolios.

Active portfolio management
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Stanley L

Series 65

Baltimore, MD

DocEmpowered, LLC

Stanley Liu is the principal of DocEmpowered, LLC, a fee-only financial advisory firm based in Baltimore, MD. He holds a Series 65 designation and has one year of industry experience. Prior to founding DocEmpowered in 2023, he worked for eight years at the University of Maryland School of Medicine. In addition to his advisory role, Mr. Liu practices part-time as a non-invasive cardiologist. DocEmpowered, LLC provides comprehensive financial planning and consulting primarily for physicians and their adult household family members. The firm emphasizes long-term, passive investment strategies based on Modern Portfolio Theory and behavioral finance, offering project-based and ongoing services without discretionary management or custody of assets.

Cash flow / budgeting College savings (529s, UTMA, etc.) Doctor or Medical Professional
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James F

Series 63, Series 66

Towson, MD

Baltimore Avenue Investments, LLC

James Funck is the sole advisor at Baltimore Avenue Investments, LLC in Towson, MD, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has worked at Investors Security Co Inc since 2002 and founded Baltimore Avenue Investments in 2012. Baltimore Avenue Investments provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a combination of charting, fundamental, technical, and cyclical analysis with both long- and short-term strategies, including short sales, margin transactions, and options writing.

Active portfolio management Options & derivatives strategies General tax planning
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Diepriye B

Series 66

Owings Mills, MD

Gramel Capital Management LLC

Diepriye Briggs is a financial advisor at Gramel Capital Management LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Gramel Capital Management since 2008, with prior experience at Ameriprise Financial Services, Inc. and OGR Investment & Trust Co Ltd. Briggs also serves as a director of a Nigerian investment adviser. Gramel Capital Management serves individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing financial planning and discretionary portfolio management. The firm’s approach focuses on fundamental security analysis and a generally conservative strategy tailored to each client’s financial situation, risk tolerance, and time horizon.

General tax planning Wealth management Passive / index investing
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