1 North Wealth Services, LLC

1 North Wealth Services, LLC (CRD# 115948) is a financial advisory firm headquartered in Annapolis, MD. They manage $179,519,476 in 360 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    360
    ACCOUNTS
  • Average Account Value
    $498,665
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD, PA, TX, VA

Financial Advisors at 1 North Wealth Services, LLC
Showing 1 - 7 of 7 top financial advisors.
1
James E. Brennan
CRD#: 2717083
1997 Annapolis Exchange Parkway, Suite 250, Annapolis, MD 21401
96
Wealthminder
score

James Brennan (CRD# 2717083) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 21 years of experience in the finance industry. James Brennan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jay C. Middleton
CRD#: 729104
1997 Annapolis Exchange Parkway, Suite 250, Annapolis, MD 21401
96
Wealthminder
score

Jay Middleton (CRD# 729104) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 34 years of experience in the finance industry.

3
Mary L. Hughes
CRD#: 5639055
1997 Annapolis Exchange Parkway, Suite 250, Annapolis, MD 21401
93
Wealthminder
score

Mary Hughes (CRD# 5639055) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 8 years of experience in the finance industry.

4
Michael K. Shelby
CRD#: 6278792
1997 Annapolis Exchange Parkway, Suite 250, Annapolis, MD 21401
90
Wealthminder
score

Michael Shelby (CRD# 6278792) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 4 years of experience in the finance industry.

5
Kathryn L. Putek
CRD#: 6142576
1997 Annapolis Exchange Parkway, Suite 250, Annapolis, MD 21401
89
Wealthminder
score

Kathryn Putek (CRD# 6142576) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 4 years of experience in the finance industry.

6
Maureen Fitzgerald
CRD#: 6517351
1997 Annapolis Exchange Parkway, Suite 250, Annapolis, MD 21401
88
Wealthminder
score

Maureen Fitzgerald (CRD# 6517351) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 2 years of experience in the finance industry.

7
Linda E. Lessey
CRD#: 4566021
1997 Annapolis Exchange Parkway, Suite 250, Annapolis, MD 21401
87
Wealthminder
score

Linda Lessey (CRD# 4566021) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.