Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Lutherville Timonium has 14 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Lutherville Timonium, Maryland have an average of 24 years of experience.
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
Not Specified.
Fee-Based, Based on Assets
Qualifications
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
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.
Fee-Based, Flat Fee, Based on Assets
Jake Marcoux
CFP®, APMA®, CLU®, ChFC®
Legacy Capital
Qualifications
CRD# 4673912
Firm CRD# n/a
Series 7, 26, 66
Minimum Assets Required
$100,000
Not Specified.
Fee-Based, Hourly, Flat Fee, Based on Assets
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
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.
Fee-Based, Commissions, Flat Fee, Based on Assets
Jonathan Szostek
CFP®, AIF®, RICP®, CRPC®, ChFEBCSMScarborough Capital Management
Qualifications
CRD# 5133470
Firm CRD# 169517
Series 7, 66
Minimum Assets Required
Not Specified
Not Specified.
Not Specified
Qualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Not Specified.
Not Specified
David Middleton
CFP®, AIF®
Middleton Advisory
Qualifications
CRD# 5398638
Firm CRD# 155334
Series 65
Minimum Assets Required
$500,000
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.
Fee-Only
Qualifications
CRD# 2617149
Firm CRD# 8174
Series 7, 9, 10, 23, 66
Minimum Assets Required
$500,000
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.
Fee-Based, Based on Assets
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
Not Specified.
Fee-Based, Based on Assets
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
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.
Fee-Only, Based on Assets
Adam Paffenroth
CFP®, ChFC®
Cornerstone Private Wealth Planning
Qualifications
CRD# 5375337
Firm CRD# 825638
Series 7, 66
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Insurance Products & Annuities.
Fee-Based, Flat Fee, Based on Assets
Andrew Rosen
CFP®
Diversified, LLC
Qualifications
CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63
Minimum Assets Required
$250,000
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 Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Based on Assets
Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
Retirement Planning, Education Funding and Planning.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | THE L. WARNER COMPANIES, INC 9690 Deereco Road, Suite 650 Timonium, MD, 21093 | $605,992,825 | 308 | 43 | A Percentage of AUM, Fixed Fees, Commission Based |
2 | HERGENROEDER FINANCIAL ADVISORS, INC. 1954 Greenspring Drive, Suite 230 Timonium, MD, 21093 | $229,479,010 | 651 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | WAYPOINT WEALTH MANAGEMENT 9515 Deereco Road, Suite 604 Timonium, MD, 21093 | $169,693,007 | 541 | 4 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 108001
Assets Under Management $605,992,825
No. Of Clients308
Clients Per Financial Advisor7
THE L. WARNER COMPANIES, INC is a financial advisory firm situated in Timonium, Maryland. With a nearly $606M assets under management, the firm specializes in crafting personalized retirement planning solutions for 308 clients. The team consists of 43 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 121278
Assets Under Management $229,479,010
No. Of Clients651
Clients Per Financial Advisor93
HERGENROEDER FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Timonium, Maryland. With a nearly $229M assets under management, the firm specializes in crafting personalized retirement planning solutions for 651 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 155574
Assets Under Management $169,693,007
No. Of Clients541
Clients Per Financial Advisor135
WAYPOINT WEALTH MANAGEMENT is a financial advisory firm situated in Timonium, Maryland. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 541 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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.