Find a Financial Advisor in Ellicott City, MD

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Ellicott City, MD.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Ellicott City Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Ellicott City, MD


  • Financial Advisor Close to Ellicott City, MD

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Ellicott City, MD


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Ellicott City, MD

We evaluated over 13,000 RIA firms to bring you the best of the best Ellicott City financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Ellicott City, MD?

  • Population: 72,665
  • % of Population 62 Years and Over: 19.1%
  • Average Home Value: $546,900
  • Average Monthly Housing Cost: $1,983
  • Average Household Income: $157,034
  • Maryland Total Tax Burden: 9.32% (12th Highest in U.S.)
  • Maryland Property Tax: 2.67% (20th Lowest in U.S.)
  • Maryland Individual Income Tax: 3.89% (3rd Highest in U.S.)
  • Maryland Sales and Excise Tax: 2.76% (10th Lowest in U.S.)



The Top Financial Advisor Firms in Ellicott City, MD

 

HUSSMAN STRATEGIC ADVISORS INC

Website

(410) 715-1130

6021 University Blvd.
Suite 490
Ellicott City, MD 21043

SEC#: 801-57572
Years in Business: 21 years

COURT PLACE ADVISORS LLC

Website

(410) 465-4321

3300 North Ridge Road
Suite 345
Ellicott City, MD 21043

SEC#: 801-57317
Years in Business: 21 years

HWA FINANCIAL GROUP

Website

(410) 696-4025

3448 Ellicott Center Drive, Suite 101

Ellicott City, MD 21043

SEC#: 801-113612
Years in Business: 3 years

SC&H FINANCIAL ADVISORS, INC.

Website

(410) 988-1351

6011 University Boulevard
Suite 490
Ellicott City, MD 21043

SEC#: 801-69985
Years in Business: 12 years

KALOS MANAGEMENT, INC.

Website

(410) 992-4500

5026 Dorsey Hall Drive
#105
Ellicott City, MD 21042

SEC#: 801-65182
Years in Business: 16 years

COURT PLACE ADVISORS LLC

Website

(410) 203-2201

3290 Pine Orchard Ln

Ellicott City, MD 21042

SEC#: 801-57317
Years in Business: 21 years

KALOS MANAGEMENT, INC.

Website

(410) 992-4500

5026 Dorsey Hall Drive
#105
Ellicott City, MD 21042

SEC#: 801-65182
Years in Business: 16 years

 


Ellicott City, MD Financial Advisor FAQs

When talking to a financial advisor, ask what his background is and the specific services he offers. Ask for a breakdown of fees paid and what they entail, how many hours per week or month they spend advising you, their degree in finance and any relevant certifications.
On average, financial advisors cost about $1,000-$4,000 per month depending on the level of service.
It is important to choose a professional and certified financial advisor. The most respected professionals with the best credentials can typically be found with one of two designations – Accredited by the College of Financial Planning (ACFP) or Certified Financial Planner® (CFP®).
Financial advisors are authorized professionals who provide independent advice for people about investing, retirement planning, and other financial decisions.