They Know Money 2012: Fee-Only Advisers

By: Mary Clare Glover

This category includes certified financial planners (CFPs)—who create detailed financial plans and often also manage money—as well as financial advisers who invest and manage portfolios. Fee-only advisers don't accept commissions or referral fees—a practice, they say, that keeps them free of bias. Most charge a flat fee, an hourly rate, or a fee based on a percentage of assets. "Minimum" is the minimum investment portfolio handled by an adviser—though many take smaller portfolios from, say, young professionals who have the promise of higher future earnings.

Mark Atherton, CFP; Reston

Michael F. Bearer, CFP, CPA, PFS, CIMA; Bethesda

John (Terry) Beaty Jr., Bethesda

Gordon Bernhardt, Bernhardt Wealth Management

Stephen E. Bingham, CFP; Arlington

J. Laing Bowles, CFP, JD; Chevy Chase

William G. Brennan, CFP, PFS, CPA; Washington DC

Joseph M. Brodecki, CFP; Washington DC

Christopher N. Brown, MBA, CFP; Rockville

Cal Brown, CFP; McLean

Glen J. Buco, CFP; McLean

Elissa Buie, CFP; Vienna

Paul F. Cocozza, CFP, CPA; Arlington

Thomas B. Conway, CFP, JD; Rockville

Fred J. Cornelius, CFA, CFP; Rockville

Michael Cornfeld, CFA, CIC; Bethesda

Kimberly A. Cox, CFP; McLean

John T. Devine, CPA, PFS; Chevy Chase

Ken Diehl, CFP, CPA; Gaithersburg

Michael K. Farr, Washington DC

Marjorie L. Fox, CFP, JD; Reston

Thomas D. Frank, CFA; Bethesda

Susan G. Freed, CFP; Chevy Chase

Michael Gildenhorn, Bethesda

Barry Glassman, CFP; McLean

Herbert G. Hopwood, CFP, CFA; Great Falls

Donald Irwin IV, Washington DC

Mark Johannessen, CFP; McLean

Brian T. Jones, CFP; Fairfax

Timothy W. Jones, CFP; Fairfax

J. Mark Joseph, CFP, CPA, PFS, CLU; Reston

Daniel Joss, CFP; Reston

Daniel Kane, CFA, CIC; Chevy Chase

Glenn Kautt, CFP; McLean

Veena A. Kutler, CFA; Bethesda

E. Ronald Lara, CFP; Falls Church

Mary A. Malgoire, CFP; Bethesda

J. Michael Martin, CFP, JD; Columbia

James W. (Skip) Mersereau, CFA, CIC; Chevy Chase

Helen L. Modly, CFP, ChFC; Middleburg

Jennifer Myers, CFP; McLean

Eileen M. O'Connor, CFP; McLean

Everette B. Orr, CFP, CFA, CPA; McLean

Christine Parker, CFP; La Plata

Kenneth Robinson, CFP; La Plata

Ron Rubin, PFS, CPA; Bethesda

Karen P. Schaeffer, CFP; McLean

Richard M. Schoenfeld, CFP; Chevy Chase

Pamela G. Shortal, CPA, CFP; McLean

Annette F. Simon, CFP; Bethesda

Neal J.B. Simon, Rockville

Dana Sippel, CFP, CPA, PFS; McLean

Peter C. Speros, CFP; McLean

Steven A. Starnes, CFP; McLean

Greg Sullivan, CFP, CPA; McLean

Steven Thalheimer, CFP; Silver Spring

Karen Tovey, CFP; Bethesda

Victoria Trumbower, CPA, CFA; Bethesda

Paul G. Veith, CFA; Washington DC

Logan Winn, JD; Chevy Chase

Jon Yankee, CFP; Reston

David Zier, CFP; Silver Spring

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