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Find Retirement Advisors for Retirement Planning in Ellicott City, 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 Ellicott City, Maryland
Last Updated - April 12, 2024Ellicott City has 22 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Ellicott City, Maryland have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Ellicott City, Maryland
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
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
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
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
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
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
VERIFIED Qualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDErich Imphong
CFP®
Plotkin Financial Advisors, LLC
Qualifications
CRD# 5083311
Firm CRD# 7717
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Portfolio Management, Retirement Planning, Money Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDYoung Park
Victrix Investment Advisors
Qualifications
CRD# 5639897
Firm CRD# 167517
Series 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, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Based on Assets
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
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
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
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
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
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
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
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
Since 1998
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Top 4 Retirement Planning firms in Ellicott City, Maryland (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | HUSSMAN STRATEGIC ADVISORS INC 6021 University Blvd., Suite 490 Ellicott City, MD, 21043 | $807,819,306 | 4 | 6 | A Percentage of AUM |
| 2 | COURT PLACE ADVISORS LLC 3300 North Ridge Road, Suite 345 Ellicott City, MD, 21043 | $346,840,044 | 331 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | HWA FINANCIAL GROUP 3448 Ellicott Center Drive, Suite 101, Ellicott City, MD, 21043 | $185,803,528 | 445 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | BLUEPRINT WEALTH MANAGEMENT INC. 5026 Dorsey Hall Drive #105, Ellicott City, MD, 21042 | $148,449,192 | 1012 | 2 | A Percentage of AUM |
Information on Top Retirement Planning firms in Ellicott City, Maryland
QualificationsFirm CRD# 109400
Assets Under Management $807,819,306
No. Of Clients4
Clients Per Financial Advisor1
HUSSMAN STRATEGIC ADVISORS INC is a financial advisory firm situated in Ellicott City, Maryland. With a nearly $808M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
Financial Planning Services
- Portfolio Management for Investment
QualificationsFirm CRD# 108545
Assets Under Management $346,840,044
No. Of Clients331
Clients Per Financial Advisor41
COURT PLACE ADVISORS LLC is a financial advisory firm situated in Ellicott City, Maryland. With a nearly $347M assets under management, the firm specializes in crafting personalized retirement planning solutions for 331 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 120745
Assets Under Management $185,803,528
No. Of Clients445
Clients Per Financial Advisor111
HWA FINANCIAL GROUP is a financial advisory firm situated in Ellicott City, Maryland. With a nearly $186M assets under management, the firm specializes in crafting personalized retirement planning solutions for 445 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
- Selection of Other Advisors
QualificationsFirm CRD# 325099
Assets Under Management $148,449,192
No. Of Clients1012
Clients Per Financial Advisor506
BLUEPRINT WEALTH MANAGEMENT INC. is a financial advisory firm situated in Ellicott City, Maryland. With a nearly $148M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1012 clients. The team consists of 2 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
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.