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Registered Advisors
Top Rated Financial Advisors in Annapolis, Maryland
Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Annapolis, Maryland is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.
Find top advisors in Annapolis, Maryland with Paladin Registry
Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Annapolis, Maryland near you.
Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.
Nilos T. Sakellariou
NTS Bearing-Total Wealth Management.
Additional Information:
Years of Experience:
29 Years
- Fee-Only
Fee Structure
Asset Requirement: $500,000
- Portfolio Management
- Risk Management
Financial Services Provided:
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Scarborough Capital Management
Additional Information:
Name(s) of Custodian(s):
Charles Schwab & Co.
Doug Miller J.D.
Northwestern Mutual
Additional Information:
Years of Experience:
21 Years
- Fee-Based
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $50,000,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Edelman Financial Engines, LLC
Additional Information:
- Fee-Based
Fee Structure
Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.
Michael Balakirsky
LPL Financial
Additional Information:
Years of Experience:
21 Years
- Fee-Based
- Hourly
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $50,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
David Middleton
Middleton Advisory
Additional Information:
Years of Experience:
14 Years
- Fee-Only
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Geoffrey Burroughs
Harbor Investment Advisory
Additional Information:
Years of Experience:
12 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $250,000
Name(s) of Custodian(s):
Pershing LLC
Michael T. Jobe
Glover Park Wealth Management, LLC
Additional Information:
Years of Experience:
12 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $50,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab & Co., Inc.
Diamond Chaflawee
Prudential
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Chris Passarelli
Bull Run Investment Management
Additional Information:
Years of Experience:
10 Years
- Fee-Only
- Flat Fee
Fee Structure
Asset Requirement: $0
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Money Management
- Risk Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab
Chris Schiesser CFP<sup>®</sup>
Prudential
Additional Information:
Years of Experience:
11 Years
Bryan Beatty
Egan, Berger and Weiner, LLC
Additional Information:
Years of Experience:
31 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $0
Name(s) of Custodian(s):
Pershing
Allworth Financial
Additional Information:
- Fee-Based
Fee Structure
- Retirement Planning
- Tax Advice and Services
- Estate Planning & Trusts
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
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