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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 - February 17, 2024

Annapolis has 14 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 22 years of experience.

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List of Qualified Retirement Planning Advisors in Annapolis, Maryland

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Nilos 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

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Jeffrey Cardozo
CFP®
Scarborough Capital Management

Qualifications
CRD# 5807786
Firm CRD# 169517
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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Jonathan Szostek
CFP®, AIF®, RICP®, CRPC®, ChFEBCSMScarborough Capital Management

Qualifications
CRD# 5133470
Firm CRD# 169517
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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Scarborough Capital Management

Qualifications
Firm CRD# 169517

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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Doug 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

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Mark Standard
Ubs

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

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Highlander Financial Group

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

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Adam Paffenroth
CFP®, ChFC®
Cornerstone Private Wealth Planning

Qualifications
CRD# 5375337
Firm CRD# 825638
Series 7, 66

Minimum Assets Required
Not Specified

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

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Michael 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

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David 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

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Geoffrey 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

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Bryan 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

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Savant Wealth Management

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

Top 15 Retirement Planning firms in Annapolis, Maryland (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
REALTERM
201 West Street,
Annapolis, MD, 21401
$8,590,083,00011212
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
$987,098,118382019
A Percentage of AUM, Hourly charges, Fixed Fees
3
BAY POINT WEALTH
582 Bellerive Road, 4d
Annapolis, MD, 21409
$624,854,859161915
A Percentage of AUM, Hourly charges, Fixed Fees
4
MARKS WEALTH MANAGEMENT
1 Park Place, Suite 500
Annapolis, MD, 21401
$376,279,0119353
A Percentage of AUM
5
1 NORTH WEALTH SERVICES, LLC
1997 Annapolis Exchange Parkway, Suite 250
Annapolis, MD, 21401
$260,527,3957024
A Percentage of AUM, Hourly charges, Fixed Fees
6
WESTBOURNE INVESTMENT ADVISORS INC.
410 Severn Avenue, Building C, Suite 216
Annapolis, MD, 21403
$243,782,2893774
A Percentage of AUM, Fixed Fees
7
SHAKER FINANCIAL SERVICES
1906 Towne Centre Blvd., Suite 265
Annapolis, MD, 21401
$207,583,0876328
A Percentage of AUM
8
ACCORDANT ADVISORY GROUP, INC.
309 Third Street,
Annapolis, MD, 21403-2509
$204,194,0585445
A Percentage of AUM, Hourly charges
9
THE ELLERSON GROUP INC
415 Fourth Street, Suite 101
Annapolis, MD, 21403
$202,090,8851034
A Percentage of AUM, Hourly charges
10
RCS FINANCIAL PLANNING, LLC
130 Admiral Cochrane Drive, Suite 200
Annapolis, MD, 21401
$161,849,0965894
A Percentage of AUM, Hourly charges, Fixed Fees
11
VALUEWEALTH SERVICES, LLC
2444 Solomons Island Rd Suite 212,
Annapolis, MD, 21401
$161,145,6743314
A Percentage of AUM, Hourly charges, Fixed Fees
12
CHESAPEAKE FINANCIAL PLANNING
71 Old Mill Bottom Road North, Suite 201
Annapolis, MD, 21409
$153,713,4138496
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
$135,566,3477304
A Percentage of AUM, Hourly charges, Fixed Fees
14
COVINGTONALSINA
67 West Street, Ste 200
Annapolis, MD, 21401
$127,413,2073514
A Percentage of AUM, Hourly charges, Fixed Fees
15
CURIO WEALTH, LLC
721 Melvin Ave,
Annapolis, MD, 21401
$004
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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