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Find Retirement Advisors for Retirement Planning in Ellicott City, Maryland

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 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 registration checks. 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 Ellicott City, Maryland

Last Updated - March 28, 2026

Ellicott City has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Ellicott City, Maryland have an average of 30 years of experience.

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List of Qualified Retirement Planning Advisors in Ellicott City, Maryland

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Tom Hagigh
EPE Wealth Advisors

Qualifications
CRD# 2583423
Firm CRD# 6413
Series 7, 63, 65

Minimum Assets Required
$500,000

Address

1321 Generals Highway,
Suite 300,
Crownsville, MD 21032 See Details

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, Commissions, Based on Assets

Find An Advisor

VERIFIED

Bryan Beatty
Accredited Investment Fiduciary® (AIF), CFP®
Edelman Financial Engines, LLC - tariktest

Qualifications
CRD# 2207998
Firm CRD# 105644
Series 6, 7, 26, 63, 65

Minimum Assets Required
$0

Address

1919 Gallows Rd, Suite 980,
Vienna, VA 22043 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

Top 4 Retirement Planning firms in Ellicott City, Maryland (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	6021 University Blvd., Suite 490 Ellicott City, MD, 21043	$497,253,060	3	6	A percentage of AUM
2	3300 North Ridge Road, Suite 345 Ellicott City, MD, 21043	$375,882,522	284	7	A percentage of AUM, Hourly charges, Fixed fees
3	3448 Ellicott Center Drive, Suite 101, Ellicott City, MD, 21043	$218,673,282	492	4	A percentage of AUM, Hourly charges, Fixed fees
4	5026 Dorsey Hall Drive #105, Ellicott City, MD, 21042	$160,000,000	975	6	A percentage of AUM

Information on Top Retirement Planning firms in Ellicott City, Maryland

HUSSMAN STRATEGIC ADVISORS INC

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QualificationsFirm CRD# 109400

Assets Under Management $497,253,060

No. Of Clients3

Clients Per Financial Advisor1

HUSSMAN STRATEGIC ADVISORS INC is a financial advisory firm situated in Ellicott City, Maryland. With a nearly $497M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 6 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 investment companies

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COURT PLACE ADVISORS LLC

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QualificationsFirm CRD# 108545

Assets Under Management $375,882,522

No. Of Clients284

Clients Per Financial Advisor41

COURT PLACE ADVISORS LLC is a financial advisory firm situated in Ellicott City, Maryland. With a nearly $376M assets under management, the firm specializes in crafting personalized retirement planning solutions for 284 clients. The team consists of 7 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 services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

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HWA FINANCIAL GROUP

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QualificationsFirm CRD# 120745

Assets Under Management $218,673,282

No. Of Clients492

Clients Per Financial Advisor123

HWA FINANCIAL GROUP is a financial advisory firm situated in Ellicott City, Maryland. With a nearly $219M assets under management, the firm specializes in crafting personalized retirement planning solutions for 492 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

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BLUEPRINT WEALTH MANAGEMENT INC.

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QualificationsFirm CRD# 325099

Assets Under Management $160,000,000

No. Of Clients975

Clients Per Financial Advisor163

BLUEPRINT WEALTH MANAGEMENT INC. is a financial advisory firm situated in Ellicott City, Maryland. With a nearly $160M assets under management, the firm specializes in crafting personalized retirement planning solutions for 975 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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