Matthew Porter
Patuxent Financial Partners, LLC · Columbia, Maryland
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).
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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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 5509175 |
| Exams passed | Series 65 (2009) · Series 63 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | patuxentfinancial.com |
| Profile |
How Matthew's firm compares
- Ongoing planning starts at $1,200 a year, below the Maryland median of $3,800 for fee-only firms that publish prices.
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Questions about Matthew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Columbia
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Patuxent Financial Partners, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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