Fiduciary advisors in Hunt Valley, MD
16 registered advisers
Hunt Valley is a Baltimore-area corporate park city where McCormick and T. Rowe Price-adjacent wealth generate advisory demand, and 16 SEC-registered fiduciary firms serve local investors. Among them, 14 operate strictly fee-only, meaning they collect no commissions or product-based revenue. The directory below breaks down each firm's fee structure, client base, and regulatory standing.
ASSET STRATEGY CONSULTANTS LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$5.2B
Minimum--
Clients72
BAY HARBOR WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$337M
Minimum--
Clients1,324
CORNERSTONE ADVISORY
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.0B
Minimum--
Clients2,761
FINANCIAL CONSULATE
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.1B
Minimum--
Clients3,375
G10 LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.3B
Minimum--
Clients158
GLOBAL BROKERAGE SERVICES, INC.
Also Compensated via BrokerageTypical Fee--
AUM$137M
Minimum--
Clients562
HARVEST INVESTMENT CONSULTANTS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$492M
Minimum--
Clients1,046
INDEPENDENT ACCESS PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$230M
Minimum--
Clients16
MARATHON CAPITAL MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$790M
Minimum--
Clients668
OUTCOME DRIVEN STRATEGIES, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$235M
Minimum--
Clients334
PERSPECTIVE WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$595M
Minimum--
Clients264
SC&H WEALTH
Clean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients2,057
THE MARSHALL FINANCIAL GROUP LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$736M
Minimum--
Clients2,667
TUFTON CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$810M
Minimum--
Clients791
VERDENCE CAPITAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.9B
Minimum--
Clients7,206
VSM WEALTH ADVISORY, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$587M
Minimum--
Clients624