Patrick Ortman
Ortman Financial Planning · North Bethesda, Maryland
Patrick Ortman is a fee-only financial advisor at Ortman Financial Planning in North Bethesda, Maryland, who holds the CFP credential. Patrick charges a flat fee or retainer and a one-time planning fee (one-time plans from $1,500).
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Facts
| Firm | Ortman Financial Planning |
|---|---|
| Based in | North Bethesda, Maryland |
| Fee model | Flat fee or retainer · One-time planning fee |
| Fees (firm's website) | One-time plans from $1,500 |
| Assets under management | $63.1M across 330 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, DC, FL, MD, TX, VA · CRD 5422336 |
| Exams passed | Series 65 (2010) · Series 63 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | ortmanfinancial.com |
| Profile |
How Patrick's firm compares
- A one-time plan starts at $1,500, above the Maryland median of $830 for fee-only firms that publish prices.
- Ortman Financial Planning's average account is about $191,000, from its Form ADV (assets managed divided by 330 accounts).
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Questions about Patrick
Is Patrick Ortman a fee-only financial advisor?
Yes. Patrick Ortman is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Patrick's firm.
How does Patrick charge for financial advice?
Patrick charges a flat fee or retainer and a one-time planning fee.
How much does Patrick charge?
According to Ortman Financial Planning's website, checked October 28, 2026: one-time plans from $1,500.
Where is Patrick Ortman based?
Patrick Ortman is based in North Bethesda, Maryland.
What credentials does Patrick Ortman hold?
Patrick Ortman holds the CFP credential.
Is Patrick Ortman registered with the SEC?
Yes. Patrick Ortman is registered as an investment adviser representative in CO, DC, FL, MD, TX and VA (CRD 5422336), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Ortman Financial Planning manage?
Ortman Financial Planning reports $63.1M across 330 accounts in assets under management.
How do I contact Patrick Ortman?
Through Patrick's website, ortmanfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in North Bethesda
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Ortman Financial Planning 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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