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Same-Day Financial Advisors in Waldorf, MD
Can't wait a week? These financial advisors in Waldorf offer same-day or next-day appointments. Call now to check availability.
As of May 2026, RatingsNearMe ranks 19 financial advisors in Waldorf, MD by verified customer ratings and review volume. The highest-rated is Steven Boyce with FitzGerald Financial Group with a 5.0-star rating from 495 verified reviews. Also in the top tier: Francis Financial Group and Harford Retirement Planners, LLC. The average rating across all listed financial advisors in Waldorf is 5 stars from 56 reviews per business on average.
Financial advisors in Waldorf 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
19
Businesses listed
5★
Avg rating
56
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Steven Boyce with FitzGerald Financial Group
5010 Regency Pl Suite 101, White Plains, MD 20695, USA
Francis Financial Group
Accokeek, MD 20607, USA
Harford Retirement Planners, LLC
510 S Main St, Bel Air, MD 21014, USA
Financial Advisors Rankings in Waldorf, MD
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Steven Boyce with FitzGerald Financial Group5010 Regency Pl Suite 101, White Plains, MD 20695, USA | 5.0★ | 495 |
| #2 | Francis Financial GroupAccokeek, MD 20607, USA | 5.0★ | 94 |
| #3 | Harford Retirement Planners, LLC510 S Main St, Bel Air, MD 21014, USA | 5.0★ | 43 |
| #4 | Montgomery Financial11718 Ocean Gateway, Ocean City, MD 21842, USA | 4.9★ | 36 |
| #5 | The Rosenfield Group - Morgan Stanley107 Centennial St #102a, La Plata, MD 20646, USA | 5.0★ | 1 |
| #6 | Parker Financial, LLC9300 Endowment Pl, La Plata, MD 20646, USA | — | — |
| #7 | Pryor Financial Services3261 Old Washington Rd Suite 2020, Waldorf, MD 20602, USA | — | — |
| #8 | Judy L Marshall: Primerica - Financial Services2670 Crain Hwy STE 100, Waldorf, MD 20601, USA | 5.0★ | 1 |
| #9 | Edward Jones - Financial Advisor: Chaney A Sims173 St Patricks Dr Suite 102, Waldorf, MD 20603, USA | — | — |
| #10 | Stuart Financial Group6411 Ivy Ln # 520, Greenbelt, MD 20770, USA | 4.8★ | 22 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Waldorf
Montgomery Financial
11718 Ocean Gateway, Ocean City, MD 21842, USA
The Rosenfield Group - Morgan Stanley
107 Centennial St #102a, La Plata, MD 20646, USA
Parker Financial, LLC
9300 Endowment Pl, La Plata, MD 20646, USA
Pryor Financial Services
3261 Old Washington Rd Suite 2020, Waldorf, MD 20602, USA
Judy L Marshall: Primerica - Financial Services
2670 Crain Hwy STE 100, Waldorf, MD 20601, USA
Edward Jones - Financial Advisor: Chaney A Sims
173 St Patricks Dr Suite 102, Waldorf, MD 20603, USA
Stuart Financial Group
6411 Ivy Ln # 520, Greenbelt, MD 20770, USA
Hayes & Associates Financial Services
2424 Vidalia Ct, Waldorf, MD 20601, USA
Taylor & Anderson LLC
3261 Old Washington Rd, Waldorf, MD 20602, USA
Wealth Management Partners, LLC
101 Centennial St Suite D, La Plata, MD 20646, USA
Edward Jones - Financial Advisor: Linda Sims, CEPA®
173 St Patricks Dr Suite 102, Waldorf, MD 20603, USA
Innovative Wealth Building LLC
23567 Oak Vw Dr Suite A, California, MD 20619, USA
Edward Jones - Financial Advisor: Mark G Walker, ChFC®|RICP®|AAMS®
9375 Chesapeake St Suite 107, La Plata, MD 20646, USA
Fusco Financial Associates, Inc.
3825 Leonardtown Rd Suite 6, Waldorf, MD 20601, USA
Edward Jones - Financial Advisor: Keven W Kling
204 Washington Ave Suite 100A, La Plata, MD 20646, USA
Price Financial Group
603 Post Office Rd STE 206, Waldorf, MD 20602, USA
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Frequently Asked Questions — Financial Advisors in Waldorf
What is a fiduciary financial advisor and why does it matter in Waldorf?
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 Waldorf, 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 Waldorf?
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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