Frederick, MD Financial Advisors and Resources



Financial Advisor Firms in Frederick, MD


TURNING POINT FINANCIAL

Website

(301) 846-9336

7210 Corporate Ct.
Ste A
Frederick, MD 21703

SEC#: 801-116895
Years in Business: 2 years

POTOMAC ASSET MANAGEMENT CO INC

Website

(301) 695-9229

5 South Market Street
4th Floor
Frederick, MD 21701

SEC#: 801-16383
Years in Business: 40 years

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(301) 695-0650

7360 Guilford Drive
Suite 203
Frederick, MD 21704

SEC#: 801-66892
Years in Business: 15 years

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(301) 663-5100

7360 Guilford Drive
Suite 203B
Frederick, MD 21704

SEC#: 801-66892
Years in Business: 15 years

FSC SECURITIES CORPORATION

Website

(240) 379-6929

9099 Ridgefield Drive
Suite 101
Frederick, MD 21701

SEC#: 801-42017
Years in Business: 29 years

ARCHER INVESTMENT CORPORATION

Website

(240) 675-7765

891 Toll House Ave, Unit A2

Frederick, MD 21701

SEC#: 801-64607
Years in Business: 16 years

IFP ADVISORS, LLC

Website

(301) 696-5746

47 East All Saints St.

Frederick, MD 21701

SEC#: 801-69511
Years in Business: 13 years

THOMA CAPITAL MANAGEMENT LLC

Website

(410) 823-5442

5100 Buckeystown Pike
Suite 250
Frederick, MD 21704

SEC#: 801-111054
Years in Business: 4 years

FSC SECURITIES CORPORATION

Website

(240) 379-6929

9099 Ridgefield Drive
Suite 101
Frederick, MD 21701

SEC#: 801-42017
Years in Business: 29 years


How Retirement-Friendly is Frederick, MD?

  • Population: 70,887
  • % of Population 62 Years and Over: 16.4%
  • Average Home Value: $274,000
  • Average Monthly Housing Cost: $1,514
  • Average Household Income: $93,042
  • 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.)


Frederick, MD Financial Advisor FAQs

From the client directly, they are paid fees either by the hour (investment management for example) or they will be payed how much is saved in an annuity.
What is your fee structure? - It's important to know how the advisor is being compensated so they have a clear incentive to work in your best interest. Ask for a layout of what that compensation looks like from start to finish, as well as any hidden costs. You should also ask for an estimate of their yearly management rate and compare it with other professionals you're interviewing.
Financial advisors help individuals and families to create financial plans. Some offer advice but do not follow through with the execution of the plan, while other advisors may work to provide a comprehensive service and actively manage portfolios and/or investments so that their clients can pursue their life goals.
The cost is typically $150 an hour, and it may be taken out monthly or annually. A financial advisor offers a variety of services that include wealth planning, inheritance planning, retirement planning and college planning.