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Financial Consulate

Headquartered in HUNT VALLEY, MD

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Firm Information

Financial Consulate is an investment advisor headquartered in HUNT VALLEY, MD. The firm provides financial planning, pension consulting, educational seminars, and publication of periodicals services. They also offer other advisory services, including tax, accounting, and estate advisory. The firm manages approximately $782.3 million in assets for a total of 3,093 clients. They primarily serve high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations.

Financial Consulate

11019 MCCORMICK ROAD

HUNT VALLEY, MD 21031

$782.27M

Assets Under Management

8

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax, accounting & estate advisory

Tax, accounting & estate advisory

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (10)

FINANCIAL CONSULATE has a total of 10 branch locations across the country.
location

FERNANDINA BEACH, FL

location

GETTYSBURG, PA

location

BALTIMORE, MD

location

WESTMINSTER, MD

location

HANOVER, PA

location

FINKSBURG, MD

location

TOWSON, MD

location

HUNT VALLEY, MD

location

FALLSTON, MD

location

ELLICOTT CITY, MD

Advisors at Financial Consulate

View All 12 Advisors
Unclaimed
Jackson Alexander Courtney

CFP®, RA

HUNT VALLEY, MD

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Unclaimed
Madison Madeleine Bennett

CFP®, RA

HUNT VALLEY, MD

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Unclaimed
Robert Comer Boehner

CFP®, RA

Gettysburg, PA

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Unclaimed
Peter Jacob Geier

CFP®, RA

ELLICOTT CITY, MD

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Unclaimed
Graham Pierce Ewing

CFP®, RA

HUNT VALLEY, MD

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Unclaimed
Roger Irvin Bair

CFP®, RA

HUNT VALLEY, MD

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Unclaimed
Andrew Vincent Tignanelli

CFP®, RA

HUNT VALLEY, MD

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Unclaimed
Justin Kent Linthicum

CFP®, RA

HUNT VALLEY, MD

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Disclosures

There are no public disclosures for Financial Consulate.

Frequently Asked Questions (9)

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