Thalheimer Financial Planning

Thalheimer Financial Planning (CRD# 117610) is a financial advisory firm headquartered in Silver Spring, MD. They manage $12,645,926 in 69 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
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.


Financial Advisors at Thalheimer Financial Planning
Showing 1 - 1 of 1 top financial advisors.
Steven Thalheimer
CRD#: 4488367
8403 Colesville Road, Suite 1100, Silver Spring, MD 20910

Steven Thalheimer (CRD# 4488367) is an Investment Advisor Representative working at Thalheimer Financial Planning in Silver Spring, MD and has 1 year of experience in the finance industry. Steven Thalheimer 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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