# Matthew Porter

> Matthew Porter is a fee-only financial advisor at Patuxent Financial Partners, LLC in Columbia, Maryland, who holds the CFP credential. Matthew charges a percentage of assets, a flat fee or retainer, an ongoing planning fee, hourly fees and a one-time planning fee (ongoing planning from $1,200 a year and 1% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/matthew-porter/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Patuxent Financial Partners, LLC
- **Based in:** Columbia, Maryland
- **Fee model:** Percentage of assets; Flat fee or retainer; Ongoing planning fee; Hourly; One-time planning fee
- **Fees (firm's website):** ongoing planning from $1,200 a year; 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP
- **CRD:** 5509175 (https://adviserinfo.sec.gov/individual/summary/5509175)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 65 (2009), Series 63 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://patuxentfinancial.com

## Frequently asked questions

### Is Matthew Porter a fee-only financial advisor?

Yes. Matthew Porter is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Matthew's firm.

### How does Matthew charge for financial advice?

Matthew charges a percentage of assets, a flat fee or retainer, an ongoing planning fee, hourly fees and a one-time planning fee.

### How much does Matthew charge?

According to Patuxent Financial Partners, LLC's website, checked October 28, 2026: ongoing planning from $1,200 a year; 1% a year on the first tier of assets managed.

### Where is Matthew Porter based?

Matthew Porter is based in Columbia, Maryland.

### What credentials does Matthew Porter hold?

Matthew Porter holds the CFP credential.

### Is Matthew Porter registered with the SEC?

Yes. Matthew Porter is registered as an investment adviser representative in MD (CRD 5509175), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Matthew Porter?

Through Matthew's website, patuxentfinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/matthew-porter-10772): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://patuxentfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.