Best Financial Advisors in FREDERICK, Maryland
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in FREDERICK
WEALTHPLANS, LLC
FREDERICK, MD · Since 2020
BESTGATE WEALTH ADVISORS, LLC
FREDERICK, MD · Since 2025
POTOMAC ASSET MANAGEMENT CO INC
FREDERICK, MD · Since 1981
VERIDIAN CAPITAL PARTNERS
FREDERICK, MD · Since 2021
MOORE WEALTH
FREDERICK, MD · Since 2023
TURNING POINT FINANCIAL
FREDERICK, MD · Since 2019
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.