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Find Retirement Advisors for Retirement Planning in Frederick, 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 Frederick, Maryland
Last Updated - April 20, 2024Frederick has 18 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Frederick, Maryland have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Frederick, Maryland
VERIFIEDBob Howard
RICP®
Prudential
Qualifications
CRD# 2621872
Firm CRD# 5685
Series 6, 7, 24, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDFrank Barkanic
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 6339074
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDDiamond Chaflawee MBA
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
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
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
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# 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
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
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
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
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
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
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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
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Top 5 Retirement Planning firms in Frederick, Maryland (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | VERIDIAN CAPITAL PARTNERS 7101 Guilford Drive,, Suite 104 Frederick, MD, 21704 | $334,597,814 | 2093 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | TURNING POINT FINANCIAL 7210 Corporate Ct., Ste A Frederick, MD, 21703 | $238,178,463 | 1651 | 21 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | WEALTHPLANS, LLC 5970 Frederick Crossing Lane, Suite 201 Frederick, MD, 21704 | $146,703,649 | 445 | 1 | A Percentage of AUM, Hourly charges |
| 4 | MOORE WEALTH 50 Carroll Creek Way, Suite 335 Frederick, MD, 21701 | $128,581,302 | 477 | 7 | A Percentage of AUM, Fixed Fees |
| 5 | POTOMAC ASSET MANAGEMENT CO INC 5 South Market Street, 4th Floor Frederick, MD, 21701 | $114,264,799 | 16 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
Information on Top Retirement Planning firms in Frederick, Maryland
QualificationsFirm CRD# 314290
Assets Under Management $334,597,814
No. Of Clients2093
Clients Per Financial Advisor299
VERIDIAN CAPITAL PARTNERS is a financial advisory firm situated in Frederick, Maryland. With a nearly $335M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2093 clients. The team consists of 7 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# 301282
Assets Under Management $238,178,463
No. Of Clients1651
Clients Per Financial Advisor79
TURNING POINT FINANCIAL is a financial advisory firm situated in Frederick, Maryland. With a nearly $238M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1651 clients. The team consists of 21 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# 311560
Assets Under Management $146,703,649
No. Of Clients445
Clients Per Financial Advisor445
WEALTHPLANS, LLC is a financial advisory firm situated in Frederick, Maryland. With a nearly $147M assets under management, the firm specializes in crafting personalized retirement planning solutions for 445 clients. The team consists of 1 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
- Pension Consulting Services
QualificationsFirm CRD# 323374
Assets Under Management $128,581,302
No. Of Clients477
Clients Per Financial Advisor68
MOORE WEALTH is a financial advisory firm situated in Frederick, Maryland. With a nearly $129M assets under management, the firm specializes in crafting personalized retirement planning solutions for 477 clients. The team consists of 7 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
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 105730
Assets Under Management $114,264,799
No. Of Clients16
Clients Per Financial Advisor3
POTOMAC ASSET MANAGEMENT CO INC is a financial advisory firm situated in Frederick, Maryland. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 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
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Annapolis, Maryland
- Retirement Planners in Bethesda, Maryland
- Retirement Planners in Chevy Chase, Maryland
- Retirement Planners in Ellicott City, Maryland
- Retirement Planners in Gaithersburg, Maryland
- Retirement Planners in Lutherville Timonium, Maryland
- Retirement Planners in Towson, Maryland
Looking for more choices? Use our free match service to compare retirement planners serving your area.