Best Financial Advisors in FREDERICK, Maryland
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
6
Registered Firms
0.95%
Median Fee
of assets/year
$220M
Median AUM
6
Firms Listed
in our database
Top-Ranked Advisors in FREDERICK
#1
100
BESTGATE WEALTH ADVISORS, LLC
FREDERICK, MD · Since 2025
$162M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100
WEALTHPLANS, LLC
FREDERICK, MD · Since 2020
$220M AUM1 clientsFee: 0%
FiduciaryFee-Only
#3
95
VERIDIAN CAPITAL PARTNERS
FREDERICK, MD · Since 2021
$551M AUM6 clientsFee: 0%
FiduciaryFee-Only
#4
95
MOORE WEALTH
FREDERICK, MD · Since 2023
$157M AUM5 clientsFee: 0%
FiduciaryFee-Only
#5
95
POTOMAC ASSET MANAGEMENT CO INC
FREDERICK, MD · Since 1981
$114M AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
92
TURNING POINT FINANCIAL
FREDERICK, MD · Since 2019
$339M AUM15 clientsFee: 0%
FiduciaryFee-Only1 complaint
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in FREDERICK?
The median advisory fee in FREDERICK, MD is 0.95% of assets under management per year, based on Form ADV filings from 6 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.