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Find Retirement Advisors for Retirement Planning in Towson, 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 Towson, Maryland
Last Updated - April 17, 2024Towson has 21 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 Towson, Maryland have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Towson, Maryland
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
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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
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
VERIFIED Qualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
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
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
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
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
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
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
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
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
VERIFIEDAndrew Rosen
CFP®
Diversified, LLC
Qualifications
CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63
Minimum Assets Required
$250,000
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 Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIED Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
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 Towson, Maryland (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | GREENSPRING ADVISORS, LLC One West Pennsylvania Avenue, Suite 500 Towson, MD, 21204 | $6,000,116,360 | 4807 | 41 | A Percentage of AUM, Fixed Fees |
| 2 | WMS PARTNERS, LLC 1 W. Pennsylvania Avenue, Suite 800 Towson, MD, 21204 | $5,162,519,390 | 690 | 86 | A Percentage of AUM, Fixed Fees, Performance Based |
| 3 | FOUNDERS FINANCIAL SECURITIES, LLC 1026 Cromwell Bridge Road, Suite 100 Towson, MD, 21286 | $2,272,682,543 | 16137 | 138 | A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees |
| 4 | FINANCIAL COUNCIL ASSET MANAGEMENT INC 100 West Road, Suite 504 Towson, MD, 21204 | $809,254,000 | 1394 | 3 | A Percentage of AUM |
| 5 | RED OAK FINANCIAL GROUP 403 Allegheny Avenue, Towson, MD, 21204 | $589,989,322 | 1507 | 20 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | BLACK DIAMOND FINANCIAL, LLC 305 West Pennsylvania Avenue, Towson, MD, 21204 | $545,885,247 | 801 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | SFG WEALTH MANAGEMENT 1104 Kenilworth Drive, Suite 500 Towson, MD, 21204 | $441,723,236 | 1588 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | L. K. BENSON & COMPANY, P.C. 1107 Kenilworth Drive, Suite 302 Towson, MD, 21204-2186 | $258,297,116 | 84 | 9 | Hourly charges, Fixed Fees |
| 9 | CHESAPEAKE FINANCIAL ADVISORS 401 Jefferson Avenue, Towson, MD, 21286 | $245,491,290 | 1286 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | PARTNERSHIP WEALTH MANAGEMENT 606 E Joppa Road, Towson, MD, 21286 | $190,976,000 | 462 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | THE SIMMONS PARTNERSHIP, INC Bosley Hall, 222 Courthouse Ct., Suite 1a Towson, MD, 21204 | $147,221,008 | 956 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | TLS ADVISORY SERVICES, INC. 920 Providence Rd Suite 203, Towson, MD, 21286-2977 | $140,931,028 | 850 | 1 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | ATLANTIC FINANCIAL SERVICES, INC. 920 Providence Road, #201 Towson, MD, 21286-2986 | $132,004,220 | 808 | 3 | A Percentage of AUM, Hourly charges |
| 14 | ALERE PLANNING LLC 110 West Road, Suite 200 Towson, MD, 21204 | $116,991,051 | 377 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | BASE MANAGEMENT CO 600 Baltimore Avenue, Adams Bldg, Suite 306 Towson, MD, 21204 | $94,997,165 | 38 | 1 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Towson, Maryland
QualificationsFirm CRD# 132669
Assets Under Management $6,000,116,360
No. Of Clients4807
Clients Per Financial Advisor117
GREENSPRING ADVISORS, LLC is a financial advisory firm situated in Towson, Maryland. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4807 clients. The team consists of 41 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 109971
Assets Under Management $5,162,519,390
No. Of Clients690
Clients Per Financial Advisor8
WMS PARTNERS, LLC is a financial advisory firm situated in Towson, Maryland. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 690 clients. The team consists of 86 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 137945
Assets Under Management $2,272,682,543
No. Of Clients16137
Clients Per Financial Advisor117
FOUNDERS FINANCIAL SECURITIES, LLC is a financial advisory firm situated in Towson, Maryland. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16137 clients. The team consists of 138 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Subscription Fees
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 110748
Assets Under Management $809,254,000
No. Of Clients1394
Clients Per Financial Advisor465
FINANCIAL COUNCIL ASSET MANAGEMENT INC is a financial advisory firm situated in Towson, Maryland. With a nearly $809M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1394 clients. The team consists of 3 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
- Portfolio Management for Business
QualificationsFirm CRD# 166912
Assets Under Management $589,989,322
No. Of Clients1507
Clients Per Financial Advisor75
RED OAK FINANCIAL GROUP is a financial advisory firm situated in Towson, Maryland. With a nearly $590M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1507 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 145108
Assets Under Management $545,885,247
No. Of Clients801
Clients Per Financial Advisor67
BLACK DIAMOND FINANCIAL, LLC is a financial advisory firm situated in Towson, Maryland. With a nearly $546M assets under management, the firm specializes in crafting personalized retirement planning solutions for 801 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
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 285785
Assets Under Management $441,723,236
No. Of Clients1588
Clients Per Financial Advisor113
SFG WEALTH MANAGEMENT is a financial advisory firm situated in Towson, Maryland. With a nearly $442M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1588 clients. The team consists of 14 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# 107908
Assets Under Management $258,297,116
No. Of Clients84
Clients Per Financial Advisor9
L. K. BENSON & COMPANY, P.C. is a financial advisory firm situated in Towson, Maryland. With a nearly $258M assets under management, the firm specializes in crafting personalized retirement planning solutions for 84 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 120139
Assets Under Management $245,491,290
No. Of Clients1286
Clients Per Financial Advisor92
CHESAPEAKE FINANCIAL ADVISORS is a financial advisory firm situated in Towson, Maryland. With a nearly $245M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1286 clients. The team consists of 14 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# 285718
Assets Under Management $190,976,000
No. Of Clients462
Clients Per Financial Advisor116
PARTNERSHIP WEALTH MANAGEMENT is a financial advisory firm situated in Towson, Maryland. With a nearly $191M assets under management, the firm specializes in crafting personalized retirement planning solutions for 462 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
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 156740
Assets Under Management $147,221,008
No. Of Clients956
Clients Per Financial Advisor319
THE SIMMONS PARTNERSHIP, INC is a financial advisory firm situated in Towson, Maryland. With a nearly $147M assets under management, the firm specializes in crafting personalized retirement planning solutions for 956 clients. The team consists of 3 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
QualificationsFirm CRD# 121747
Assets Under Management $140,931,028
No. Of Clients850
Clients Per Financial Advisor850
TLS ADVISORY SERVICES, INC. is a financial advisory firm situated in Towson, Maryland. With a nearly $141M assets under management, the firm specializes in crafting personalized retirement planning solutions for 850 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 121258
Assets Under Management $132,004,220
No. Of Clients808
Clients Per Financial Advisor269
ATLANTIC FINANCIAL SERVICES, INC. is a financial advisory firm situated in Towson, Maryland. With a nearly $132M assets under management, the firm specializes in crafting personalized retirement planning solutions for 808 clients. The team consists of 3 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 286121
Assets Under Management $116,991,051
No. Of Clients377
Clients Per Financial Advisor189
ALERE PLANNING LLC is a financial advisory firm situated in Towson, Maryland. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 377 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 104600
Assets Under Management $94,997,165
No. Of Clients38
Clients Per Financial Advisor38
BASE MANAGEMENT CO is a financial advisory firm situated in Towson, Maryland. With a nearly $95M assets under management, the firm specializes in crafting personalized retirement planning solutions for 38 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
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- 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:
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