Browse all Flat-fee advisors in Maryland

Every advisor below is licensed to work with clients in Maryland. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find Maryland advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	4,542
Retired	2,981
Tax-loss harvesting	2,601
Wealth management	2,275
Executive	2,097
Retirement plans for business owners (SEP, solo 401k)	1,788
Private / alternative investments	1,055
ESG / Sustainable investing	976
Retirement income strategy	954
College savings (529s, UTMA, etc.)	914
Business exit / sale strategy	904
General retirement planning	697
Self-Employed	679
Annuities	674
Approaching retirement	591
Options & derivatives strategies	591
HENRY (High Earners, Not Rich Yet)	538
Active portfolio management	510
Concentrated stock management	472
Charitable giving & philanthropy	353
Cash flow / budgeting	308
Financial Professional	282
Business succession planning	239
Passive / index investing	221
General tax planning	199
Real estate investing	157
Mid-Career Professionals	156
Social Security optimization	134
Income planning	122
Established Professionals	120
General estate planning guidance	97
Long-term care insurance	95
Debt management	78
Business ownership considerations	67
Retirement withdrawal strategies	67
Factor investing / smart beta	39
Family Business	39
Tax strategies for small businesses	34
Business sale tax planning	28
Professional Athlete	28
Charitable giving tax strategies	27
Equity compensation tax strategy	26
Divorce financial planning	24
Life insurance needs analysis	23
Women Professionals	22
Government Employee	18
Values-based investing	18
Retired	17
Liquidity event planning	16
Military & Veterans	14
Religious/faith focused	14
Educators, Teachers, and Academics	12
Doctor or Medical Professional	9
Multi-generational wealth transfer	8
Widow/Widower	7
African Americans/Black	6
Elder care planning	6
Parents	6
Young Professionals	6
Airline Pilot	4
Attorney	4
Business Financial Management	4
Dual Income Family	4
Equity Recipients (RS/RSU, SOP, ESPP)	4
Young Families	4
Divorced	3
LGBTQIA	3
Medicare planning	3

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