Top financial advisors in Easton, MD
We've curated a list of the best financial advisors in Easton, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $8,200,246 Number of advisors 4 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Easton, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Tred Avon Family Wealth, LLC
Tred Avon Family Wealth, LLC is an investment advisor firm established in November 2014 and registered with the Securities and Exchange Commission. The firm, led by Frances Elizabeth Spurry, offers wealth management services to families, investment management services, and financial planning services to individuals. Clients can expect tailored services based on their needs, with a minimum account requirement of $5,000,000, although lower values may be accepted at the firm's discretion. Tred Avon Family Wealth provides fee-based, non-discretionary investment advisory services, recommending unaffiliated money managers or investment advisors through Managed Account programs. The firm charges asset management fees ranging from 0.15% to 0.50%, a flat fee based on estimated work time at $300 per hour, and fixed fees for wealth management services ranging from $10,000 to $450,000. Clients are encouraged to review their account statements regularly, as the firm does not vote on client securities or provide voting advice. Frances E. Spurry, the firm's owner, is a Certified Financial Planner™ professional, with a Bachelor's degree from Johns Hopkins University and a Master's degree from Washington College. She has no disciplinary events on record and does not engage in other substantial business activities. Clients can contact Ms. Spurry for any inquiries about the firm's services or this brochure.
$8,200,246 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Easton, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
It's quick and easy to find the right financial advisor for you
Answer a few questions about your needs.
Match with an advisor Connect with your perfectly matched financial advisor.
Your first meeting is free.