Ways to browse Flat-fee advisors serving Maryland

Pick a specialty to browse more Flat-fee advisors serving Maryland.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	4,551
Retired	2,988
Tax-loss harvesting	2,612
Wealth management	2,291
Executive	2,105
Retirement plans for business owners (SEP, solo 401k)	1,780
Business exit / sale strategy	1,388
Private / alternative investments	1,066
ESG / Sustainable investing	965
Retirement income strategy	961
College savings (529s, UTMA, etc.)	906
General retirement planning	695
Self-Employed	679
Annuities	675
Approaching retirement	597
Options & derivatives strategies	587
HENRY (High Earners, Not Rich Yet)	546
Active portfolio management	511
Concentrated stock management	471
Charitable giving & philanthropy	348
Cash flow / budgeting	308
Financial Professional	288
Business succession planning	238
Passive / index investing	223
General tax planning	198
Real estate investing	158
Mid-Career Professionals	151
Social Security optimization	132
Established Professionals	125
Income planning	121
General estate planning guidance	115
Long-term care insurance	90
Debt management	77
Retirement withdrawal strategies	75
Business ownership considerations	64
Roth conversion strategy	48
Tax strategies for small businesses	41
Family Business	40
Factor investing / smart beta	39
Professional Athlete	29
Business sale tax planning	28
Charitable giving tax strategies	28
Values-based investing	28
Divorce financial planning	24
Equity compensation tax strategy	22
Life insurance needs analysis	22
Women Professionals	22
Government Employee	19
Retired	17
Liquidity event planning	16
Military & Veterans	14
Educators, Teachers, and Academics	12
Religious/faith focused	11
Doctor or Medical Professional	10
Multi-generational wealth transfer	9
Dual Income Family	8
Equity Recipients (RS/RSU, SOP, ESPP)	8
Young Professionals	7
African Americans/Black	6
Elder care planning	6
Parents	6
Widow/Widower	6
Airline Pilot	4
Attorney	4
Young Families	4
Divorced	3
LGBTQIA	3
Medicare planning	3

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support