# Patrick Bollinger

> Patrick Bollinger is a fee-only financial advisor at Wealth Planning Group in Baltimore, Maryland. Wealth Planning Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/patrick-bollinger/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Wealth Planning Group
- **Based in:** Baltimore, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $360.9M across 1,277 accounts
- **CRD:** 6754992 (https://adviserinfo.sec.gov/individual/summary/6754992)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 66 (2018)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.wpgfinancial.com

## Frequently asked questions

### Is Patrick Bollinger a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Wealth Planning Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Patrick charge for financial advice?

Patrick's firm, Wealth Planning Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Patrick Bollinger based?

Patrick Bollinger is based in Baltimore, Maryland.

### Is Patrick Bollinger registered with the SEC?

Yes. Patrick Bollinger is registered as an investment adviser representative in MD (CRD 6754992), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wealth Planning Group manage?

Wealth Planning Group reports $360.9M across 1,277 accounts in assets under management.

### How do I contact Patrick Bollinger?

Through Patrick's website, www.wpgfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6754992): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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