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Find Retirement Advisors for Retirement Planning in Annapolis, Maryland
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Annapolis, Maryland
Last Updated - April 18, 2024Annapolis has 20 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 15 non-vetted advisors in your local area. These retirement advisors in Annapolis, Maryland have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Annapolis, Maryland
VERIFIEDNilos T. Sakellariou
CFM
NTS Bearing-Total Wealth Management.
Qualifications
CRD# 2108146
Firm CRD# 124504
Series 7, 10, 31, 63, 65, 66
Minimum Assets Required
$500,000
Advisory Services:
Portfolio Management, Risk Management.
Compensation/Fee
Fee-Only
VERIFIED Qualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDDoug Miller J.D.
CFP®, CLU®
Northwestern Mutual
Qualifications
CRD# 4130719
Firm CRD# 2881
Series 6, 7, 63, 65, 66
Minimum Assets Required
$50,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIED Qualifications
CRD# 2617149
Firm CRD# 8174
Series 7, 9, 10, 23, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDAshley Zephir
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 4774673
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIED Qualifications
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDAdam Paffenroth
CFP®, ChFC®
Cornerstone Private Wealth Planning
Qualifications
CRD# 5375337
Firm CRD# 825638
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDMichael T. Jobe
Glover Park Wealth Management, LLC
Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66
Minimum Assets Required
$50,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDDavid Middleton
CFP®, AIF®
Middleton Advisory
Qualifications
CRD# 5398638
Firm CRD# 155334
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Compensation/Fee
Fee-Only
VERIFIEDScott Morrello
CFP®, ChFC®
Edelman Financial Engines, LLC
Qualifications
CRD# 6409061
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDGeoffrey Burroughs
CFP®, Financial Planning Specialist, CDFA®
Harbor Investment Advisory
Qualifications
CRD# 5379858
Firm CRD# 151085
Series 7, 31, 66
Minimum Assets Required
$250,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDDiamond Chaflawee
CFP®, ChFC®
Prudential
Qualifications
CRD# 7044174
Firm CRD# 5685
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDKevin Hamel
CFP®, CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 6233929
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDBryan Beatty
Accredited Investment Fiduciary® (AIF), CFP®
Egan, Berger and Weiner, LLC
Qualifications
CRD# 2207998
Firm CRD# 105644
Series 6, 7, 26, 63, 65
Minimum Assets Required
$0
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Based on Assets
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIED Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDFrank Barkanic
CFP®, CWS®
Edelman Financial Engines, LLC
Qualifications
CRD# 6339074
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
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Top 15 Retirement Planning firms in Annapolis, Maryland (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | REALTERM 201 West Street, Annapolis, MD, 21401 | $8,590,083,000 | 11 | 212 | A Percentage of AUM, Performance Based, Other (DEVELOPMENT, CONSTRUCTION, PROPERTY MANAGEMENT, LEASING) |
| 2 | SCARBOROUGH CAPITAL MANAGEMENT 1906 Towne Centre Blvd, Suite 260 Annapolis, MD, 21401 | $987,098,118 | 3820 | 19 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | BAY POINT WEALTH 582 Bellerive Road, 4d Annapolis, MD, 21409 | $624,854,859 | 1619 | 15 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | MARKS WEALTH MANAGEMENT 1 Park Place, Suite 500 Annapolis, MD, 21401 | $376,279,011 | 935 | 3 | A Percentage of AUM |
| 5 | 1 NORTH WEALTH SERVICES, LLC 1997 Annapolis Exchange Parkway, Suite 250 Annapolis, MD, 21401 | $260,527,395 | 702 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | WESTBOURNE INVESTMENT ADVISORS INC. 410 Severn Avenue, Building C, Suite 216 Annapolis, MD, 21403 | $243,782,289 | 377 | 4 | A Percentage of AUM, Fixed Fees |
| 7 | SHAKER FINANCIAL SERVICES 1906 Towne Centre Blvd., Suite 265 Annapolis, MD, 21401 | $207,583,087 | 632 | 8 | A Percentage of AUM |
| 8 | ACCORDANT ADVISORY GROUP, INC. 309 Third Street, Annapolis, MD, 21403-2509 | $204,194,058 | 544 | 5 | A Percentage of AUM, Hourly charges |
| 9 | THE ELLERSON GROUP INC 415 Fourth Street, Suite 101 Annapolis, MD, 21403 | $202,090,885 | 103 | 4 | A Percentage of AUM, Hourly charges |
| 10 | RCS FINANCIAL PLANNING, LLC 130 Admiral Cochrane Drive, Suite 200 Annapolis, MD, 21401 | $161,849,096 | 589 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | VALUEWEALTH SERVICES, LLC 2444 Solomons Island Rd Suite 212, Annapolis, MD, 21401 | $161,145,674 | 331 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | CHESAPEAKE FINANCIAL PLANNING 71 Old Mill Bottom Road North, Suite 201 Annapolis, MD, 21409 | $153,713,413 | 849 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (FEE FOR MONITORING THIRD PARTY MANAGERS) |
| 13 | HF ADVISORY GROUP, LLC 166 Defense Highway, Suite 102 Annapolis, MD, 21401 | $135,566,347 | 730 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | COVINGTONALSINA 67 West Street, Ste 200 Annapolis, MD, 21401 | $127,413,207 | 351 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | CURIO WEALTH, LLC 721 Melvin Ave, Annapolis, MD, 21401 | $0 | 0 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Annapolis, Maryland
QualificationsFirm CRD# 322689
Assets Under Management $8,590,083,000
No. Of Clients11
Clients Per Financial Advisor0
REALTERM is a financial advisory firm situated in Annapolis, Maryland. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 212 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (DEVELOPMENT
- CONSTRUCTION
- PROPERTY MANAGEMENT
- LEASING)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 169517
Assets Under Management $987,098,118
No. Of Clients3820
Clients Per Financial Advisor201
SCARBOROUGH CAPITAL MANAGEMENT is a financial advisory firm situated in Annapolis, Maryland. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3820 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 123095
Assets Under Management $624,854,859
No. Of Clients1619
Clients Per Financial Advisor108
BAY POINT WEALTH is a financial advisory firm situated in Annapolis, Maryland. With a nearly $625M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1619 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 310534
Assets Under Management $376,279,011
No. Of Clients935
Clients Per Financial Advisor312
MARKS WEALTH MANAGEMENT is a financial advisory firm situated in Annapolis, Maryland. With a nearly $376M assets under management, the firm specializes in crafting personalized retirement planning solutions for 935 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 115948
Assets Under Management $260,527,395
No. Of Clients702
Clients Per Financial Advisor176
1 NORTH WEALTH SERVICES, LLC is a financial advisory firm situated in Annapolis, Maryland. With a nearly $261M assets under management, the firm specializes in crafting personalized retirement planning solutions for 702 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 144571
Assets Under Management $243,782,289
No. Of Clients377
Clients Per Financial Advisor94
WESTBOURNE INVESTMENT ADVISORS INC. is a financial advisory firm situated in Annapolis, Maryland. With a nearly $244M assets under management, the firm specializes in crafting personalized retirement planning solutions for 377 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 121534
Assets Under Management $207,583,087
No. Of Clients632
Clients Per Financial Advisor79
SHAKER FINANCIAL SERVICES is a financial advisory firm situated in Annapolis, Maryland. With a nearly $208M assets under management, the firm specializes in crafting personalized retirement planning solutions for 632 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 117474
Assets Under Management $204,194,058
No. Of Clients544
Clients Per Financial Advisor109
ACCORDANT ADVISORY GROUP, INC. is a financial advisory firm situated in Annapolis, Maryland. With a nearly $204M assets under management, the firm specializes in crafting personalized retirement planning solutions for 544 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 106658
Assets Under Management $202,090,885
No. Of Clients103
Clients Per Financial Advisor26
THE ELLERSON GROUP INC is a financial advisory firm situated in Annapolis, Maryland. With a nearly $202M assets under management, the firm specializes in crafting personalized retirement planning solutions for 103 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 291678
Assets Under Management $161,849,096
No. Of Clients589
Clients Per Financial Advisor147
RCS FINANCIAL PLANNING, LLC is a financial advisory firm situated in Annapolis, Maryland. With a nearly $162M assets under management, the firm specializes in crafting personalized retirement planning solutions for 589 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 304049
Assets Under Management $161,145,674
No. Of Clients331
Clients Per Financial Advisor83
VALUEWEALTH SERVICES, LLC is a financial advisory firm situated in Annapolis, Maryland. With a nearly $161M assets under management, the firm specializes in crafting personalized retirement planning solutions for 331 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
QualificationsFirm CRD# 283715
Assets Under Management $153,713,413
No. Of Clients849
Clients Per Financial Advisor142
CHESAPEAKE FINANCIAL PLANNING is a financial advisory firm situated in Annapolis, Maryland. With a nearly $154M assets under management, the firm specializes in crafting personalized retirement planning solutions for 849 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (FEE FOR MONITORING THIRD PARTY MANAGERS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 309051
Assets Under Management $135,566,347
No. Of Clients730
Clients Per Financial Advisor183
HF ADVISORY GROUP, LLC is a financial advisory firm situated in Annapolis, Maryland. With a nearly $136M assets under management, the firm specializes in crafting personalized retirement planning solutions for 730 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 326810
Assets Under Management $127,413,207
No. Of Clients351
Clients Per Financial Advisor88
COVINGTONALSINA is a financial advisory firm situated in Annapolis, Maryland. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 351 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 328178
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
CURIO WEALTH, LLC is a financial advisory firm situated in Annapolis, Maryland. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.