Patrick McNamara
Glassman Wealth · Rockville, Maryland
Patrick McNamara is a fee-only financial advisor at Glassman Wealth in Rockville, Maryland, who holds the CFP credential. Patrick focuses on retirement planning, estate & legacy planning and tax planning. Glassman Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Glassman Wealth |
|---|---|
| Based in | Rockville, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $2,000,000 asset minimum |
| Assets under management | $2.56B across 3,038 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, TX, VA · CRD 7301902 |
| Exams passed | Series 66 (2022) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.glassmanwealth.com |
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Questions about Patrick
Is Patrick McNamara a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Glassman Wealth 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, Glassman Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Patrick charge?
According to Glassman Wealth's website, checked October 30, 2026: a $2,000,000 asset minimum.
Where is Patrick McNamara based?
Patrick McNamara is based in Rockville, Maryland.
What does Patrick specialize in?
Patrick's specialties include retirement planning, estate & legacy planning and tax planning. Patrick works with retirees.
What credentials does Patrick McNamara hold?
Patrick McNamara holds the CFP credential.
Is Patrick McNamara registered with the SEC?
Yes. Patrick McNamara is registered as an investment adviser representative in MD, TX and VA (CRD 7301902), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Glassman Wealth manage?
Glassman Wealth reports $2.56B across 3,038 accounts in assets under management.
How do I contact Patrick McNamara?
Through Patrick's website, www.glassmanwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Glassman Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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