Patrick Bollinger
Wealth Planning Group · Baltimore, Maryland
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.
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Facts
| Firm | Wealth Planning Group |
|---|---|
| Based in | Baltimore, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $360.9M across 1,277 accounts |
| SEC registration | Investment adviser representative in MD · CRD 6754992 |
| Exams passed | Series 66 (2018) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.wpgfinancial.com |
How Patrick's firm compares
- Wealth Planning Group's average account is about $283,000, from its Form ADV (assets managed divided by 1,277 accounts).
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Questions about Patrick
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Baltimore
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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