Best Financial Advisors in Frederick, MD

The highest-rated Financial Planning & Wealth Management firms out of 271 vetted & reviewed in the Frederick area.

Wealth Management Institute

Wealth Management Institute

Best of 2022
(1)
“Has some excellent ideas on sustainable investments.”
In Business Since 2007
Family Business
3534 Urbana Pike UNIT E, Frederick, MD
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Higher Ground Financial Group

Higher Ground Financial Group

(20)
Tell A Friend
“They clearly care about their client's interests, take the time to listen to their client's concerns, ask effective questions, and in the end provide outstanding financial guidance and advice designed to meet their clients needs.”
In Business Since 2014
5970 Frederick Crossing Ln Suite 100, Frederick, MD
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J & C Financial Services

J & C Financial Services

(20)
Compliance Only, Year Round Planning, Additional Services
“So gratful for honest personalized service provider who worked with me to minimize my tax liability, provided counsel and instructions that should have come from other sources to ensure next year at tax time my tax liability is a very different expe...”
In Business Since 2020
Average Price Tag
Serving Frederick Area
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Plan2 Retire

Plan2 Retire

(13)
Retirement Planning, The Plan van, Virtual Meetings
“This summer he helped our oldest child, who just finished 1st year of college, set up their own Roth IRA to start investing some of their summer earnings for the future.”
In Business Since 2003
Remote Consultations Available
97 Thomas Johnson Dr Suite 201, Frederick, MD
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KVP CP As

KVP CP As

(11)
  • Tax
  • Questions
“Thomas Profit has also been someone I have worked with for years, and I appreciate the fact that he answers the phone every time I call with a question and responds very quickly.”
In Business Since 2000
3528 Urbana Pike, Frederick, MD
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Revolution Payments

Revolution Payments

(16)
  • Team
  • Merchant
“We just switched a couple years ago from different provider and couldn't been happier since we always get a high-quality and friendly support from the Revolution Payments team.”
In Business Since 2010
Transparent Fees & Pricing
Serving Frederick Area
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Bestgate Wealth Advisors

Bestgate Wealth Advisors

(4)
“He's got me on path to an early retirement and I feel comfortable and at ease with him in my financial corner.”
In Business Since 2018
321 Ballenger Center Dr #202, Frederick, MD
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Kokuis Consulting

Kokuis Consulting

(4)
  • Goals
“The Helpfulness and specific details to my questions were clear and concise outlining the process and places I can save money from, I Spoke with Miss Lashundra and she explained the process to assist me to reach my financial goal.”
In Business Since 2015
Transparent Fees & Pricing
5803 Oleander Pl Unit B, Frederick, MD
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Mc Caskill Financial

Mc Caskill Financial

(3)
Financial Planning, Investments
“I have been a client of Mc Caskill for going on 20 years and they have guided me through the ups and downs of some volitle times.”
In Business Since 2013
Accepts All Major Credit Cards
220 W Patrick St, Frederick, MD
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Legacy Financial Associates

Legacy Financial Associates

(2)
“We were referred to them by others that felt the same way, and since working with them we have met others that do as well.”
In Business Since 1999
149 W Patrick St, Frederick, MD
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Katz Metzner Financial

Katz Metzner Financial

(1)
“They aren't afraid to dumb it down for someone like me who has little if an concept of how the financial world works beyond what I spend on Amazon.”
In Business Since 2019
331 S Jefferson St, Frederick, MD
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Benchmark Investments & Insurance

Benchmark Investments & Insurance

(1)
Overview, Accumulation, Taxation
“I learned many things including understanding of investment and retirement.”
In Business Since 2009
Serving Frederick Area
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D Souza Financial Strategies

D Souza Financial Strategies

(1)
Financial Planning, Investment Management, Estate Planning
“She is non-judgmental as she carefully listens to my financial goals and helps me chart the course that is right for me.”
In Business Since 2004
Licensed, BBB Rating: A+
120 W Church St, Frederick, MD
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Strategic Asset Management

Strategic Asset Management

(1)
Financial Planning, Investment Planning, Advanced Tax Planning
“He provides excellent #investmentmanagement, financial advisory services, and #strategicplanning using life insurance.”
In Business Since 2005
Serving Frederick Area
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Kampstra Wealth Management

Kampstra Wealth Management

(3)
“Garrette and Steve have been extremely helpful in pulling various retirement plans and annuities into one platform.”
In Business Since 2020
Serving Frederick Area
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Advent Partners

Advent Partners

(2)
“Did you know Thrivent sells Medicare supplements at better prices than anyone else.”
In Business Since 2019
Serving Frederick Area
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Hill Financial Solutions

Hill Financial Solutions

(1)
“If you need your taxes done accurately for a good price, Hill Financial Solutions is an excellent choice.”
In Business Since 2018
Serving Frederick Area
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Divorce Financial Solutions

Divorce Financial Solutions

(3)
Expert Witness Services, Divorce Financial Mediation, Divorce Pension Valuations
“Having a neutral party who is an expert at hard asset dissolution and superior at finding equality with dividing financial resources is a key to keeping your sanity.”
In Business Since 2011
5100 Buckeystown Pike # 250, Frederick, MD
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The Advisors at Cornerstone Financial

The Advisors at Cornerstone Financial

(2)
“The Advisors at Cornerstone Business Finance was great.”
In Business Since 2013
Serving Frederick Area
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Jlg Financial Solutions

Jlg Financial Solutions

(1)
“Somewhat newer and is big in size and looks clean from the parking lot and as the building itself.”
Serving Frederick Area
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Retirement Planning and Investment Management Services Estimated Cost in Frederick, MD 2022

Minimum cost
$1010
Maximum cost
$8585
National Average
$3030
Avg Per Hour Rates
$303
$2020
$5555
Fair price range based on 202 cost profiles
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Average Cost $3030
Minimum cost $1010
Maximum cost $8585
Avg Per Hour Rates $303

Average range $2020 to $5555 is based on 202 cost profiles.

Why these companies made our list

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