Sc&h Financial Advisors, Inc.

Sc&h Financial Advisors, Inc. (CRD# 120666) is a financial advisory firm headquartered in Sparks, MD. They manage $257,811,797 in 903 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    258
    MILLION
  • Total Number of Accounts
    903
    ACCOUNTS
  • Average Account Value
    $285,506
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.

MD, NH, PA, TX, VA

Financial Advisors at Sc&h Financial Advisors, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Robin K. Patalon
CRD#: 4464101
910 Ridgebrook Road, Sparks Glencoe, MD 21152
96
Wealthminder
score

Robin Patalon (CRD# 4464101) is an Investment Advisor Representative working at Sc&h Financial Advisors, Inc. in Sparks Glencoe, MD and has over 15 years of experience in the finance industry. Robin Patalon 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
Andrew L. Thompson
CRD#: 4565928
910 Ridgebrook Road, Sparks, MD 21152
96
Wealthminder
score

Andrew Thompson (CRD# 4565928) is an Investment Advisor Representative working at Sc&h Financial Advisors, Inc. in Sparks, MD and has over 14 years of experience in the finance industry. Andrew Thompson 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
Jay A. Bittner
CRD#: 4891126
910 Ridgebrook Road, Sparks Glencoe, MD 21152
93
Wealthminder
score

Jay Bittner (CRD# 4891126) is an Investment Advisor Representative working at Sc&h Financial Advisors, Inc. in Sparks Glencoe, MD and has over 12 years of experience in the finance industry.

4
Caitlin P. Garner
CRD#: 4788119
910 Ridgebrook Road, Sparks, MD 21152
93
Wealthminder
score

Caitlin Garner (CRD# 4788119) is an Investment Advisor Representative working at Sc&h Financial Advisors, Inc. in Sparks, MD and has over 12 years of experience in the finance industry.

5
Robert J. Schmitt
CRD#: 2873510
910 Ridgebrook Road, Sparks, MD 21152
93
Wealthminder
score

Robert Schmitt (CRD# 2873510) is an Investment Advisor Representative working at Sc&h Financial Advisors, Inc. in Sparks, MD and has over 19 years of experience in the finance industry.

6
Ryan B. Frank
CRD#: 5882570
910 Ridgebrook Road, Sparks, MD 21152
90
Wealthminder
score

Ryan Frank (CRD# 5882570) is an Investment Advisor Representative working at Sc&h Financial Advisors, Inc. in Sparks, MD and has over 6 years of experience in the finance industry.

7
Kristina M. Simmons
CRD#: 5587885
910 Ridgebrook Road, Sparks, MD 21152
90
Wealthminder
score

Kristina Simmons (CRD# 5587885) is an Investment Advisor Representative working at Sc&h Financial Advisors, Inc. in Sparks, MD and has over 5 years of experience in the finance industry.

8
Gregory S. Horning
CRD#: 2921711
910 Ridgebrook Road, Sparks Glencoe, MD 21152
83
Wealthminder
score

Gregory Horning (CRD# 2921711) is an Investment Advisor Representative working at Sc&h Financial Advisors, Inc. in Sparks Glencoe, MD and has over 20 years 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.