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 July 2026, RatingsNearMe ranks 18 financial advisors in Rockville, MD by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is FitzGerald Financial Group with a 5.0-star rating from 953 Google reviews and an RNM Score of 88/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Planning Needs Financial Group
Planning Needs Financial Group stands out as the top-ranked advisor in Rockville due to its consistent high ratings and strong reputation for personalized financial planning.
Most Reviewed
Planning Needs Financial Group
Having the most reviews indicates a broad base of client experience and trust, which can help consumers gauge service reliability.
When choosing a financial advisor in Rockville, consider scheduling initial consultations with multiple firms to compare their approach and fees, and verify their fiduciary status to ensure they are legally required to act in your best interest.
Local Market Snapshot
18
Businesses listed
4.9★
Avg rating
76
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients with a perfect 5.0-star rating on Google.
600 Jefferson Plaza Suite 400, Rockville, MD 20852, USAOver 100 five-star reviews highlight this Rockville financial advisor's trusted reputation.
7361 Calhoun Pl Suite 426, Rockville, MD 20855, USARockville's top-rated financial advisor with a perfect 5.0 stars from 58 reviews.
7361 Calhoun Pl Suite 426, Rockville, MD 20855, USAFinancial 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 | Key Wealth Managers9210 Corporate Blvd #210, Rockville, MD 20850, USA | 5.0★ | 5 |
| #5 | Ivy League Financial Advisors LLC11 N Washington St #250, Rockville, MD 20850, USA | — | — |
| #6 | Vintage Financial Partners5870 Hubbard Dr, Rockville, MD 20852, USA | 5.0★ | 29 |
| #7 | Jacques Financial1700 E Gude Dr, Rockville, MD 20850, USA | 4.3★ | 12 |
| #8 | First Command Financial Advisor - Billy Ramsey7361 Calhoun Pl Suite 426, Rockville, MD 20855, USA | 5.0★ | 30 |
| #9 | Glass Jacobson Wealth Advisors702 King Farm Blvd Suite 610, Rockville, MD 20850, USA | 4.7★ | 26 |
| #10 | Planning Needs Financial Group6219 Executive Blvd #100, Rockville, MD 20852, USA | 5.0★ | 12 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Rockville
Earned a perfect 5.0-star rating from five Google reviews.
9210 Corporate Blvd #210, Rockville, MD 20850, USA
A financial advisor in Rockville, MD, with no customer reviews yet to reference.
11 N Washington St #250, Rockville, MD 20850, USA
Rockville financial advisor with a flawless 5.0-star rating from 29 reviews.
5870 Hubbard Dr, Rockville, MD 20852, USA
Rockville financial advisor with a solid 4.3-star rating from 12 reviews.
1700 E Gude Dr, Rockville, MD 20850, USA
Rockville's trusted financial advisor with a perfect 5.0 rating from 30 reviews.
7361 Calhoun Pl Suite 426, Rockville, MD 20855, USA
Rockville financial advisor with 4.7 stars from 26 Google reviews.
702 King Farm Blvd Suite 610, Rockville, MD 20850, USA
Rated 5.0 stars from 12 Google reviews by clients in Rockville.
6219 Executive Blvd #100, Rockville, MD 20852, USA
5.0★ rating from 5 Google reviews reflects exceptional client satisfaction.
1 Church St # 901, Rockville, MD 20850, USA
5.0 stars from 3 Google reviews in Rockville, MD.
1101 Wootton Pkwy #980, Rockville, MD 20852, USA
Earns a perfect 5.0-star rating from a small number of client reviews.
51 Monroe St Suite PE 25, Rockville, MD 20850, USA
5.0 stars from 3 Google reviews, reflecting exceptional client satisfaction.
2000 Tower Oaks Blvd Suite 240, Rockville, MD 20852, USA
Rated 5.0 stars from 2 Google reviews in Rockville, MD.
3202 Tower Oaks Blvd #400, Rockville, MD 20852, USA
Exceptional 5.0-star rating based on a limited number of Google reviews.
11 N Washington St #350, Rockville, MD 20850, USA
Rated 5.0 stars from a small number of Google reviews.
2099 Gaither Rd Suite 110, Rockville, MD 20850, USA
Rockville financial advisor with a perfect 5.0 rating from 44 reviews.
51 Monroe St Penthouse Suite 1902, Rockville, MD 20850, USA
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Financial Advisors in Rockville, MD — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | FitzGerald Financial Group | 88/100 | 5.0 ★ | 953 |
| 2 | First Command Financial Advisor - Jing Lisanby, RICP®|PhD | 84/100 | 5.0 ★ | 109 |
| 3 | First Command Financial Advisor - Tracy Heichelbech, ChFC®|WMCP®|MSFS | 80/100 | 5.0 ★ | 58 |
| 4 | Key Wealth Managers | 68/100 | 5.0 ★ | 5 |
| 5 | Ivy League Financial Advisors LLC | 3/100 | — | 0 |
| 6 | Vintage Financial Partners | 77/100 | 5.0 ★ | 29 |
| 7 | Jacques Financial | 60/100 | 4.3 ★ | 12 |
| 8 | First Command Financial Advisor - Billy Ramsey | 77/100 | 5.0 ★ | 30 |
| 9 | Glass Jacobson Wealth Advisors | 71/100 | 4.7 ★ | 26 |
| 10 | Planning Needs Financial Group | 72/100 | 5.0 ★ | 12 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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