Low Cost · Rockville
Cheap Financial Advisors in Rockville, MD — Best Prices
Compare financial advisors prices in Rockville to find the best deal. All businesses are reviewed — cheap doesn't mean low quality.
As of May 2026, RatingsNearMe ranks 18 financial advisors in Rockville, MD by verified customer ratings and review volume. The highest-rated is FitzGerald Financial Group with a 5.0-star rating from 953 verified reviews. Also in the top tier: First Command Financial Advisor - Jing Lisanby, RICP®|PhD and First Command Financial Advisor - Tracy Heichelbech, ChFC®|WMCP®|MSFS. The average rating across all listed financial advisors in Rockville is 4.9 stars from 76 reviews per business on average.
Financial advisors in Rockville typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
18
Businesses listed
4.9★
Avg rating
76
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
FitzGerald Financial Group
600 Jefferson Plaza Suite 400, Rockville, MD 20852, USA
First Command Financial Advisor - Jing Lisanby, RICP®|PhD
7361 Calhoun Pl Suite 426, Rockville, MD 20855, USA
First Command Financial Advisor - Tracy Heichelbech, ChFC®|WMCP®|MSFS
7361 Calhoun Pl Suite 426, Rockville, MD 20855, USA
Financial Advisors Rankings in Rockville, MD
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | FitzGerald Financial Group600 Jefferson Plaza Suite 400, Rockville, MD 20852, USA | 5.0★ | 953 |
| #2 | First Command Financial Advisor - Jing Lisanby, RICP®|PhD7361 Calhoun Pl Suite 426, Rockville, MD 20855, USA | 5.0★ | 109 |
| #3 | First Command Financial Advisor - Tracy Heichelbech, ChFC®|WMCP®|MSFS7361 Calhoun Pl Suite 426, Rockville, MD 20855, USA | 5.0★ | 58 |
| #4 | Quantum Financial Advisors51 Monroe St Penthouse Suite 1902, Rockville, MD 20850, USA | 5.0★ | 44 |
| #5 | Vintage Financial Partners5870 Hubbard Dr, Rockville, MD 20852, USA | 5.0★ | 29 |
| #6 | Ferguson Johnson Wealth Management51 Monroe St Suite PE 25, Rockville, MD 20850, USA | 5.0★ | 3 |
| #7 | Kendall Capital2000 Tower Oaks Blvd Suite 240, Rockville, MD 20852, USA | 5.0★ | 3 |
| #8 | FSA Wealth Partners1 Church St # 901, Rockville, MD 20850, USA | 5.0★ | 5 |
| #9 | Planning Needs Financial Group6219 Executive Blvd #100, Rockville, MD 20852, USA | 5.0★ | 12 |
| #10 | CIC Wealth1101 Wootton Pkwy #980, Rockville, MD 20852, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Rockville
Quantum Financial Advisors
51 Monroe St Penthouse Suite 1902, Rockville, MD 20850, USA
Vintage Financial Partners
5870 Hubbard Dr, Rockville, MD 20852, USA
Ferguson Johnson Wealth Management
51 Monroe St Suite PE 25, Rockville, MD 20850, USA
Kendall Capital
2000 Tower Oaks Blvd Suite 240, Rockville, MD 20852, USA
FSA Wealth Partners
1 Church St # 901, Rockville, MD 20850, USA
Planning Needs Financial Group
6219 Executive Blvd #100, Rockville, MD 20852, USA
CIC Wealth
1101 Wootton Pkwy #980, Rockville, MD 20852, USA
Merit Financial Advisors
2099 Gaither Rd Suite 110, Rockville, MD 20850, USA
Raymond James Financial Services, Inc.
11 N Washington St #350, Rockville, MD 20850, USA
Ivy League Financial Advisors LLC
11 N Washington St #250, Rockville, MD 20850, USA
SPC Financial, Inc.
3202 Tower Oaks Blvd #400, Rockville, MD 20852, USA
First Command Financial Advisor - Billy Ramsey
7361 Calhoun Pl Suite 426, Rockville, MD 20855, USA
Glass Jacobson Wealth Advisors
702 King Farm Blvd Suite 610, Rockville, MD 20850, USA
Key Wealth Managers
9210 Corporate Blvd #210, Rockville, MD 20850, USA
Jacques Financial
1700 E Gude Dr, Rockville, MD 20850, USA
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Frequently Asked Questions — Financial Advisors in Rockville
What is a fiduciary financial advisor and why does it matter in Rockville?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Rockville, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Rockville?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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