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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 - January 7, 2025

Ellicott City has 23 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

VERIFIED

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

Address

6011 University Blvd Suite 370,
Ellicott City, MD 21043 See Details

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

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

6031 University Boulevard,
Suite 150,
Ellicott City, MD 21043 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Michael Balakirsky
MBA, 76784
LPL Financial

Qualifications
CRD# 4812251
Firm CRD# 6413
Series 7, 24, 66

Minimum Assets Required
$50,000

Address

11755 Bragdon Wood,
Clarksville, MD 21029 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

901 Dulaney Valley Road,
Suite 901,
Towson, MD 21204 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

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

Address

2330 W. Joppa Rd,
Lutherville, MD 21093 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Chris Schiesser
CFP^®
Prudential

Qualifications
CRD# 5023056
Firm CRD# 5685
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

Address

303 International Cir #105,
Hunt Valley, MD 21030 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

12510 Prosperity Drive,
Suite 350,
Silver Spring, MD 20904 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Diamond Chaflawee
CFP^®, ChFC^®
Prudential

Qualifications
CRD# 7044174
Firm CRD# 5685
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

Address

909 Rose Ave.,
Suite 650,
North Bethesda, MD 20852 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

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

Address

61 Cornhill Street,
Annapolis, MD 21401 See Details

Advisory Services:

Portfolio Management, Risk Management.

Compensation/Fee

Fee-Only

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VERIFIED

David Middleton
CFP^®, AIF^®
Middleton Advisory

Qualifications
CRD# 5398638
Firm CRD# 155334
Series 65

Minimum Assets Required
$500,000

Address

3 Bethesda Metro Center,
Suite 700,
Bethesda, MD 20814 See Details

Advisory Services:

Compensation/Fee

Fee-Only

Find An Advisor

VERIFIED

MY Wealth Management, Inc.
CFP^®, ChFC^®

Qualifications
CRD# 2818198
Firm CRD# 168566
Series 65

Minimum Assets Required
Not Specified

Address

12410 Milestone Center Drive,
Suite 175,
Germantown, MD 20876 See Details

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-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

900 Bestgate Road,
Suite 407,
Annapolis, MD 21401 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Scarborough Capital Management

Qualifications
Firm CRD# 169517

Minimum Assets Required
Not Specified

Address

1906 Towne Centre Blvd,
Annapolis, MD 21401 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Erich Imphong
CFP^®
Plotkin Financial Advisors, LLC

Qualifications
CRD# 5083311
Firm CRD# 7717
Series 7, 66

Minimum Assets Required
$250,000

Address

8401 Connecticut Ave,
Suite 400,
Chevy Chase, MD 20815 See Details

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

Find An Advisor

VERIFIED

Young Park
CFP^®
Victrix Investment Advisors

Qualifications
CRD# 5639897
Firm CRD# 167517
Series 65

Minimum Assets Required
$250,000

Address

5901 Melvern Dr,
Bethesda, MD 20817 See Details

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

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

6550 Rock Spring Drive,
Suite 510,
Bethesda, MD 20817 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Chris Passarelli
Bull Run Investment Management

Qualifications
CRD# 6810007
Firm CRD# 306763
Series 65

Minimum Assets Required
$0

Address

6731 Whittier Ave,,
McLean, VA 22101 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 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, Flat Fee

Find An Advisor

VERIFIED

Michael T. Jobe
Glover Park Wealth Management, LLC

Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66

Minimum Assets Required
$50,000

Address

4201 Wilson Blvd,
3rd Floor,
Arlington, VA 22203 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

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

Address

1919 Gallows Rd, Suite 980,
Vienna, VA 22043 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Address

1945 Old Gallows Road,
Suite 505,
Vienna, VA 22182 See Details

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

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1800 Diagonal Road,
Suite 480,
Alexandria, VA 22314 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only, Based on Assets

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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

HUSSMAN STRATEGIC ADVISORS INC

Find an Advisor

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

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COURT PLACE ADVISORS LLC

Find an Advisor

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

View Full Profile

HWA FINANCIAL GROUP

Find an Advisor

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

View Full Profile

BLUEPRINT WEALTH MANAGEMENT INC.

Find an Advisor

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

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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