MONTGOMERY FINANCIAL SERVICES, LLC

Name: MONTGOMERY FINANCIAL SERVICES, LLC
Address: 11718 OCEAN GATEWAY, ocean city, MD, US
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Ocean City, Maryland · 1 of 2 financial advisors in the area

📍 11718 OCEAN GATEWAY, Ocean City, Maryland

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📍 11718 OCEAN GATEWAY, Ocean City, Maryland

About MONTGOMERY FINANCIAL SERVICES, LLC

MONTGOMERY FINANCIAL SERVICES, LLC is a financial advisor located in Ocean City, Maryland. As a local financial advisor, they serve Ocean City and surrounding communities in Maryland. Contact them through ProHorizon for a free quote.

Financial professionals in Ocean City should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Maryland securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Ocean City

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Ocean City may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Ocean City

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Ocean City?

Financial Advisors in Ocean City typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.

How do I choose the best financial advisor in Ocean City?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 2 financial advisors in Ocean City to choose from.

Does MONTGOMERY FINANCIAL SERVICES, LLC offer free quotes?

Contact MONTGOMERY FINANCIAL SERVICES, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Ocean City

MONTGOMERY FINANCIAL

11718 OCEAN GATEWAY, OCEAN CITY, MD 21842