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 Record
Hunt Valley, MarylandCRD #110800
Typical Fee--
AUM$5.2B
Minimum--
Clients72

BAY HARBOR WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hunt Valley, MarylandCRD #294000
Typical Fee--
AUM$337M
Minimum--
Clients1,324

CORNERSTONE ADVISORY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hunt Valley, MarylandCRD #142359
Typical Fee--
AUM$2.0B
Minimum--
Clients2,761

FINANCIAL CONSULATE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hunt Valley, MarylandCRD #106898
Typical Fee--
AUM$1.1B
Minimum--
Clients3,375

G10 LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hunt Valley, MarylandCRD #322876
Typical Fee--
AUM$4.3B
Minimum--
Clients158

GLOBAL BROKERAGE SERVICES, INC.

Also Compensated via Brokerage
Hunt Valley, MarylandCRD #37505
Typical Fee--
AUM$137M
Minimum--
Clients562

HARVEST INVESTMENT CONSULTANTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hunt Valley, MarylandCRD #110258
Typical Fee--
AUM$492M
Minimum--
Clients1,046

INDEPENDENT ACCESS PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Hunt Valley, MarylandCRD #305842
Typical Fee--
AUM$230M
Minimum--
Clients16

MARATHON CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hunt Valley, MarylandCRD #119416
Typical Fee--
AUM$790M
Minimum--
Clients668

OUTCOME DRIVEN STRATEGIES, LLC

Fee-Only, No ConflictsClean Record
Hunt Valley, MarylandCRD #311398
Typical Fee--
AUM$235M
Minimum--
Clients334

PERSPECTIVE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hunt Valley, MarylandCRD #104619
Typical Fee--
AUM$595M
Minimum--
Clients264

SC&H WEALTH

Clean RecordAlso Compensated via Product Sales
Hunt Valley, MarylandCRD #120666
Typical Fee--
AUM$1.2B
Minimum--
Clients2,057

THE MARSHALL FINANCIAL GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hunt Valley, MarylandCRD #146362
Typical Fee--
AUM$736M
Minimum--
Clients2,667

TUFTON CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hunt Valley, MarylandCRD #113543
Typical Fee--
AUM$810M
Minimum--
Clients791

VERDENCE CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hunt Valley, MarylandCRD #288512
Typical Fee--
AUM$3.9B
Minimum--
Clients7,206

VSM WEALTH ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hunt Valley, MarylandCRD #313717
Typical Fee--
AUM$587M
Minimum--
Clients624
Fiduciary Advisors in Hunt Valley, Maryland | FiduciaryListings