Fiduciary advisors in Towson, MD
13 registered advisers
Towson is a Baltimore suburb where T. Rowe Price's legacy and regional banking headquarters create an advisory cluster. The fee-only share stands at 92%, with 12 firms declining all forms of commission-based compensation.
A. J. PERRY & CO.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$109M
Minimum--
Clients97
BLUE CURVE ADVISORY, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.50%
AUM$103M
Minimum--
Clients938
BOLTON INVESTMENT
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$139M
Minimum--
Clients10
CALVERT STREET CAPITAL PARTNERS, INC.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$421M
Minimum--
Clients16
CHESAPEAKE FINANCIAL ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$264M
Minimum--
Clients1,028
FINANCIAL COUNCIL, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.1B
Minimum--
Clients1,502
FOUNDERS FINANCIAL SECURITIES, LLC
Also Compensated via BrokerageTypical Fee--
AUM$3.3B
Minimum--
Clients17,774
GREENSPRING ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.8B
Minimum--
Clients4,764
OLIVER WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$298M
Minimum--
Clients1,291
PARTNERSHIP WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$235M
Minimum--
Clients485
RED OAK FINANCIAL GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$837M
Minimum--
Clients1,700
SFG WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$644M
Minimum--
Clients1,918
THE SIMMONS PARTNERSHIP, INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$174M
Minimum--
Clients846