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1 North Wealth Services, LLC

Updated today

Client assets under management

$306,120,753

Clients

217

37% high-net worth

Advisors

6

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

36

Low

Average account size

$1,410,695

About

The firm provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients), retirement plans, estates, trusts, and charitable foundations. Services include ongoing portfolio management, retirement‑plan consulting and participant education, and standalone or ongoing financial planning and consulting.

Investment decisions are made by a team‑based investment committee that emphasizes fundamental analysis with technical analysis as a secondary input, and typically implements diversified portfolios using no‑ and low‑load mutual funds and ETFs, with individual securities and bonds used in larger accounts. Portfolios are customized for client preferences — including a formally offered sustainable/ESG investing option — and are monitored and rebalanced with quarterly reporting and periodic reviews.

The firm discloses referral and solicitor relationships that may include payments to affiliated solicitors, a practice that is relatively uncommon among peer team firms and is explicitly addressed in its brochure disclosures. It also discloses receipt of custodial support (including a prior one‑time contribution), treats cash as an asset class included in assets under management, and operates with a multi‑member advisory team that includes recently credentialed CFP and CFA professionals, which together shape its research and operational capacity.

Client services

Financial planning Portfolio management

Expertise

ESG / Sustainable investing

Fee options

Fixed

Financial planning flat fees up to $3,200 annually; other ongoing services a predetermined flat fee paid quarterly

Percentage

$0 - $500,000: 1.15% per annum (0.2875% per quarter) $500,000.01 - $1,000,000: 0.80% per annum (0.20% per quarter) $1,000,000.01+: 0.60% per annum (0.15% per quarter)

Project-based

Financial planning fees range from $400 per hour; other services $400 per hour

Other

Account minimum: $500,000 Minimum fee: Minimum fee: $625 per quarter Fee-only: Fee-only advisory firm; does not receive commissions

Main office location

1 North Wealth Services, LLC

1997 Annapolis Exchange Parkway, Suite 250

Annapolis MD 21401, United States

Number of offices

1

Most active in

Maryland · New Hampshire · Pennsylvania · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Alexandros S

Series 65

Annapolis, MD

1 North Wealth Services, LLC

Alexandros Seebachan is a financial advisor at 1 North Wealth Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining 1 North Wealth Services, he worked at Salisbury University and held various roles in education and retail. 1 North Wealth Services advises individual investors, retirement plans, estates, trusts, corporations, and charitable foundations, using a team-based investment committee approach that combines fundamental and technical analysis. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, with options for Sustainable/ESG-focused portfolios and regular portfolio monitoring.

ESG / Sustainable investing
user avatar

Mary H

Series 65

Annapolis, MD

1 North Wealth Services, LLC

Mary Hughes is a financial advisor at 1 North Wealth Services, LLC with 16 years of industry experience. She holds a Series 65 designation and has been associated with Middleton Gardiner Group, LLC since 2005. 1 North Wealth Services advises individual investors, retirement plans, estates, trusts, closely held corporations, and charitable foundations. The firm uses a team-based investment committee approach that combines fundamental and technical analysis, implementing portfolios primarily through no- and low-load mutual funds and ETFs, with options for Sustainable/ESG-focused investments.

ESG / Sustainable investing
user avatar

Kathryn P

Series 65

Annapolis, MD

1 North Wealth Services, LLC

Kathryn Putek is a Series 65-licensed financial advisor with 12 years of industry experience. She currently works at Middleton Gardiner Group, LLC and is part of the 1 North Wealth Services, LLC team based in Annapolis, MD. 1 North Wealth Services advises individual investors, retirement plans, estates, trusts, closely held corporations, and charitable foundations. The firm uses a team-based investment committee approach that emphasizes fundamental analysis, offering discretionary investment management, ongoing portfolio monitoring, and financial planning services.

ESG / Sustainable investing
user avatar

James B

CFP®, Series 63

Annapolis, MD

1 North Wealth Services, LLC

James Brennan is a CFP® with 21 years of experience in the financial industry. He has been with Middleton Gardiner Group, LLC since 2005. Brennan is based in Annapolis, MD, and holds a Series 63 license. He is part of 1 North Wealth Services, LLC, a team of six advisors that provides discretionary investment management, financial planning, and retirement-plan consulting to individual investors, retirement plans, estates, trusts, closely held corporations, and charitable foundations. The firm uses a team-based investment committee approach emphasizing fundamental analysis and offers Sustainable/ESG-focused portfolios among other strategies.

ESG / Sustainable investing
user avatar

Dimitri S

Series 65

Annapolis, MD

1 North Wealth Services, LLC

Dimitri Sfakiyanudis is a Series 65 licensed advisor with 1 North Wealth Services, LLC in Annapolis, MD. He joined the firm in 2025 and has prior experience in small business operations, including roles at Kafouri Kitchens and Remodeling, Foreman Pro Cleaning, and Annapolis Velo Bicycles. 1 North Wealth Services advises individual investors, retirement plans, estates, trusts, closely held corporations, and charitable foundations. The firm employs a team-based investment committee focusing on fundamental analysis, offering discretionary portfolio management, financial planning, and retirement-plan consulting.

ESG / Sustainable investing
user avatar

John M

Series 65

Annapolis, MD

1 North Wealth Services, LLC

John Milchling is a financial advisor at 1 North Wealth Services, LLC with five years of industry experience. He holds a Series 65 designation and has worked at 1 North Wealth Services since 2020. Outside of his advisory role, Milchling has held positions at Towson University since 2019 and previously worked at several other organizations including Sandbek Outdoors and Concordia Preparatory School. 1 North Wealth Services advises individual investors, retirement plans, estates, trusts, closely held corporations, and charitable foundations. The firm uses a team-based investment committee approach focused on fundamental analysis, offering discretionary investment management, financial planning, and retirement-plan consulting.

ESG / Sustainable investing
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