Patrick Tuma
Tuma Financial · Marriottsville, Maryland
Patrick Tuma is a fee-only financial advisor at Tuma Financial in Marriottsville, Maryland, who holds the CFP credential. Tuma Financial reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Tuma Financial |
|---|---|
| Based in | Marriottsville, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $51.4M across 34 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 2933086 |
| Exams passed | Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Patrick's firm compares
- Tuma Financial's average account is about $1.5 million, from its Form ADV (assets managed divided by 34 accounts).
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Questions about Patrick
Is Patrick Tuma a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Tuma Financial 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, Tuma Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Patrick Tuma based?
Patrick Tuma is based in Marriottsville, Maryland.
What credentials does Patrick Tuma hold?
Patrick Tuma holds the CFP credential.
Is Patrick Tuma registered with the SEC?
Yes. Patrick Tuma is registered as an investment adviser representative in MD (CRD 2933086), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tuma Financial manage?
Tuma Financial reports $51.4M across 34 accounts in assets under management.
How do I contact Patrick Tuma?
Contact details aren't on file yet. Search for Tuma Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Maryland
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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