Financial Consulate

Financial Consulate (CRD# 106898) is a financial advisory firm headquartered in Hunt Valley, MD. They manage $660,299,744 in 3,085 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    660
    MILLION
  • Total Number of Accounts
    3,085
    ACCOUNTS
  • Average Account Value
    $214,036
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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.

CA, CO, DC, DE, FL, GA, MD, NC, NJ, NY, PA, SC, TX, VA

Financial Advisors at Financial Consulate
Showing 1 - 9 of 9 top financial advisors.
1
Roger I. Bair
CRD#: 1681148
11019 Mccormick Road, Suite 200, Hunt Valley, MD 21031

Roger Bair (CRD# 1681148) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has over 34 years of experience in the finance industry. Roger Bair 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
Charles B. Bender
CRD#: 5835396
11019 Mccormick Road, Suite 200, Hunt Valley, MD 21031

Charles Bender (CRD# 5835396) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has 1 year of experience in the finance industry. Charles Bender 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.

3
Robert C. Boehner
CRD#: 6737672
1302 Proline Place, Gettysburg, PA 17325

Robert Boehner (CRD# 6737672) is an Investment Advisor Representative working at Financial Consulate in Gettysburg, PA and has 1 year of experience in the finance industry. Robert Boehner 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.

4
Graham P. Ewing
CRD#: 5990266
11019 Mccormick Road, Suite 200, Hunt Valley, MD 21031

Graham Ewing (CRD# 5990266) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has 1 year of experience in the finance industry. Graham Ewing 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.

5
Michael P. McCarthy
CRD#: 5835406
11019 Mccormick Road, Suite 200, Hunt Valley, MD 21031

Michael McCarthy (CRD# 5835406) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has 1 year of experience in the finance industry. Michael McCarthy 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.

6
Christopher J. O'shea
CRD#: 1957429
11019 Mccormick Road, Suite 200, Hunt Valley, MD 21031

Christopher O'shea (CRD# 1957429) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has over 32 years of experience in the finance industry. Christopher O'shea 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.

7
Andrew V. Tignanelli
CRD#: 868434
11019 Mccormick Road, Suite 200, Hunt Valley, MD 21031

Andrew Tignanelli (CRD# 868434) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has over 35 years of experience in the finance industry. Andrew Tignanelli 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.

8
Madison M. Bennett
CRD#: 7260132
11019 Mccormick Road, Suite 200, Hunt Valley, MD 21031

Madison Bennett (CRD# 7260132) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has 1 year of experience in the finance industry. Madison Bennett 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.

9
Justin K. Linthicum
CRD#: 7439253
11019 Mccormick Road, Suite 200, Hunt Valley, MD 21031

Justin Linthicum (CRD# 7439253) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has 1 year of experience in the finance industry. Justin Linthicum 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.

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