Fiduciary advisors in Timonium, MD

6 registered advisers

Timonium's 6 fiduciary firms represent a fraction of Maryland's total advisory market, but each carries full SEC registration. 5 collect fees only, with no commission income.

BERMAN MCALEER

Fee-OnlyClean RecordAlso Compensated via Product Sales
Timonium, MarylandCRD #332906
Typical Fee--
AUM$1.8B
Minimum--
Clients2,467

HERGENROEDER FINANCIAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Timonium, MarylandCRD #121278
Typical Fee--
AUM$305M
Minimum--
Clients624

L. K. BENSON & COMPANY, P.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Timonium, MarylandCRD #107908
Typical Fee--
AUM$369M
Minimum--
Clients428

META WEALTH ADVISORY

Fee-Only, No ConflictsClean Record
Timonium, MarylandCRD #338023
Typical Fee--
AUM$172M
Minimum--
Clients333

THE L. WARNER COMPANIES, INC

Clean RecordAlso Compensated via Product Sales
Timonium, MarylandCRD #108001
Typical Fee--
AUM$745M
Minimum--
Clients385

WAYPOINT WEALTH MANAGEMENT

Fee-Only, No ConflictsClean Record
Timonium, MarylandCRD #155574
Typical Fee--
AUM$242M
Minimum--
Clients555
Fiduciary Advisors in Timonium, Maryland | FiduciaryListings