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Find Retirement Advisors for Retirement Planning in Hunt Valley, 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 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 registration checks. 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 Hunt Valley, Maryland
Last Updated - April 25, 2025Hunt Valley has 18 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 16 non-vetted advisors in your local area. These retirement advisors in Hunt Valley, Maryland have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Hunt Valley, Maryland
VERIFIEDChris Schiesser
CFP®
Prudential
Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 901 Dulaney Valley Road,
Suite 901,
Towson, MD 21204 See Details - 12510 Prosperity Drive,
Suite 350,
Silver Spring, MD 20904 See Details - 6550 Rock Spring Drive,
Suite 510,
Bethesda, MD 20817 See Details - 1750 Tysons Boulevard,
Suite 1140,
Tysons Corner, VA 22102 See Details - 1800 Diagonal Road,
Suite 480,
Alexandria, VA 22314 See Details - 19775 Belmont Executive Plaza,
Suite 530,
Ashburn, VA 20147 See Details
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDTom Hagigh
EPE Wealth Advisors
Qualifications
CRD# 2583423
Firm CRD# 6413
Series 7, 63, 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, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
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
VERIFIEDChris Passarelli
Bull Run Investment Management
Qualifications
CRD# 6810007
Firm CRD# 306763
Series 65
Minimum Assets Required
$0
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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
Advisory Services:
Retirement Planning, Education Funding and Planning
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Hunt Valley, Maryland (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | Six North Park Drive, Suite 208 Hunt Valley, MD, 21030 | $5,407,074,344 | 82 | 20 | A percentage of AUM, Hourly charges, Fixed fees, Other (ONE-TIME PROJECTS, WITH NEGOTIATED FEE) |
| 2 | 217 International Circle, Hunt Valley, MD, 21030 | $4,333,224,641 | 150 | 42 | A percentage of AUM, Performance Based |
| 3 | 50 Schilling Road, Suite 300 Hunt Valley, MD, 21031 | $3,306,595,930 | 6146 | 47 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 211 Old Padonia Road, Hunt Valley, MD, 21030 | $1,741,867,186 | 2374 | 16 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 11019 Mccormick Road, Suite 200 Hunt Valley, MD, 21031 | $782,269,600 | 3093 | 23 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 303 International Circle, Suite 430 Hunt Valley, MD, 21030 | $727,529,170 | 755 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 4 North Park Drive, Suite 106 Hunt Valley, MD, 21030-1806 | $694,279,362 | 683 | 8 | A percentage of AUM |
| 8 | 225 Schilling Circle, Suite 295 Hunt Valley, MD, 21031 | $593,043,749 | 2449 | 17 | A percentage of AUM |
| 9 | 11350 Mccormick Road, Executive Plaza I, Suite 300 Hunt Valley, MD, 21031 | $498,453,140 | 564 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 4 North Park Drive, Ste 510 Hunt Valley, MD, 21030 | $491,645,013 | 1046 | 12 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 307 International Circle, Suite 540 Hunt Valley, MD, 21030-1439 | $419,273,673 | 1150 | 7 | A percentage of AUM, Fixed fees |
| 12 | 201 International Circle, Suite 520 Hunt Valley, MD, 21030 | $291,564,962 | 1253 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 11350 Mccormick Road, Executive Plaza Iii - Suite 501 Hunt Valley, MD, 21031 | $255,026,324 | 583 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 50 Schilling Rd, Suite 300 Hunt Valley, MD, 21031 | $196,463,289 | 13 | 5 | A percentage of AUM |
| 15 | 211 Old Padonia Rd, Hunt Valley, MD, 21030 | $196,313,771 | 217 | 10 | A percentage of AUM |
Information on Top Retirement Planning firms in Hunt Valley, Maryland
QualificationsFirm CRD# 110800
Assets Under Management $5,407,074,344
No. Of Clients82
Clients Per Financial Advisor4
ASSET STRATEGY CONSULTANTS LLC is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 82 clients. The team consists of 20 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 (ONE-TIME PROJECTS
- WITH NEGOTIATED FEE)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 322876
Assets Under Management $4,333,224,641
No. Of Clients150
Clients Per Financial Advisor4
G10 LLC is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 150 clients. The team consists of 42 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 288512
Assets Under Management $3,306,595,930
No. Of Clients6146
Clients Per Financial Advisor131
VERDENCE CAPITAL ADVISORS, LLC is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6146 clients. The team consists of 47 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (CONSULTING)
QualificationsFirm CRD# 142359
Assets Under Management $1,741,867,186
No. Of Clients2374
Clients Per Financial Advisor148
CORNERSTONE ADVISORY is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2374 clients. The team consists of 16 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pesnsion consulting services
QualificationsFirm CRD# 106898
Assets Under Management $782,269,600
No. Of Clients3093
Clients Per Financial Advisor134
FINANCIAL CONSULATE is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $782M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3093 clients. The team consists of 23 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (TAX, ACCOUNTING & ESTATE ADVISORY)
QualificationsFirm CRD# 113543
Assets Under Management $727,529,170
No. Of Clients755
Clients Per Financial Advisor84
TUFTON CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $728M assets under management, the firm specializes in crafting personalized retirement planning solutions for 755 clients. The team consists of 9 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 119416
Assets Under Management $694,279,362
No. Of Clients683
Clients Per Financial Advisor85
MARATHON CAPITAL MANAGEMENT is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $694M assets under management, the firm specializes in crafting personalized retirement planning solutions for 683 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 146362
Assets Under Management $593,043,749
No. Of Clients2449
Clients Per Financial Advisor144
THE MARSHALL FINANCIAL GROUP LLC is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $593M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2449 clients. The team consists of 17 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 and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 313717
Assets Under Management $498,453,140
No. Of Clients564
Clients Per Financial Advisor94
VSM WEALTH ADVISORY, LLC is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $498M assets under management, the firm specializes in crafting personalized retirement planning solutions for 564 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 110258
Assets Under Management $491,645,013
No. Of Clients1046
Clients Per Financial Advisor87
HARVEST INVESTMENT CONSULTANTS LLC is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $492M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1046 clients. The team consists of 12 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 104619
Assets Under Management $419,273,673
No. Of Clients1150
Clients Per Financial Advisor164
THE JUNK INVESTMENT GROUP is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $419M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1150 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 294000
Assets Under Management $291,564,962
No. Of Clients1253
Clients Per Financial Advisor251
BAY HARBOR WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $292M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1253 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 281050
Assets Under Management $255,026,324
No. Of Clients583
Clients Per Financial Advisor73
SUMMIT FINANCIAL is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $255M assets under management, the firm specializes in crafting personalized retirement planning solutions for 583 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 305842
Assets Under Management $196,463,289
No. Of Clients13
Clients Per Financial Advisor3
INDEPENDENT ACCESS PARTNERS, LLC is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $196M assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 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
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 311398
Assets Under Management $196,313,771
No. Of Clients217
Clients Per Financial Advisor22
OUTCOME DRIVEN STRATEGIES, LLC is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $196M assets under management, the firm specializes in crafting personalized retirement planning solutions for 217 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Other (SUB-ADVISORY SERVICES)
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