North Bethesda, MD Financial Advisors and Resources



Financial Advisor Firms in North Bethesda, MD


BURT WEALTH ADVISORS

Website

(301) 770-9880

6116 Executive Blvd
Suite 500
North Bethesda, MD 20852

SEC#: 801-23924
Years in Business: 36 years

GLASSMAN WEALTH SERVICES, LLC

Website

(301) 371-2900

Pike & Rose
11810 Grand Park Ave #500
North Bethesda, MD 20852

SEC#: 801-70562
Years in Business: 12 years

BLUESKY WEALTH ADVISORS, LLC

Website

(252) 633-0107

10818 Antigua Terrace
Unit #202
North Bethesda, MD 33477

SEC#: 801-78583
Years in Business: 8 years

PROSTATIS GROUP LLC

Website

(301) 468-1040

11140 Rockville Pike
Suite 560
North Bethesda, MD 20852

SEC#: 801-112501
Years in Business: 3 years

BLUESKY WEALTH ADVISORS, LLC

Website

(252) 633-0107

10818 Antigua Terrace
Unit #202
North Bethesda, MD 33477

SEC#: 801-78583
Years in Business: 8 years


How Retirement-Friendly is North Bethesda, MD?

  • Population: 49,872
  • % of Population 62 Years and Over: 19.8%
  • Average Home Value: $576,100
  • Average Monthly Housing Cost: $1,940
  • Average Household Income: $148,871
  • 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.)


North Bethesda, MD Financial Advisor FAQs

Usually the fees are taken per year or weekly basis with retainer fees being higher relative to hourly-based ones. There are also commissions added on top of the fee; these usually go straight to the brokerage company with which you're matching up your investments with their services.
This depends on their level of education, but it can range from providing basic financial education to managing your investments.
When interviewing a financial advisor, ask them what strategies they use to build their portfolio. The strategy they choose should be one tailored for your needs.
Yes, you would benefit from a financial advisor. Financial advisors can save you time and energy when it comes to balancing investments and retirement funds, calculating tax brackets for different types of income, preparing budgets if the economy troubles continue-people who are doing all these things themselves might have little time left over for family or friends.