# Trey Ortman

> Trey Ortman is a fee-only financial advisor at Ortman Finances in Canistota, South Dakota. Trey charges an ongoing planning fee and a percentage of assets (ongoing planning from $600 a year and 1% a year on the first tier of assets managed) and focuses on student loans, tax planning and small business owners.

Page: https://find.wellspent.co/advisors/trey-ortman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Ortman Finances
- **Based in:** Canistota, South Dakota
- **Fee model:** Ongoing planning fee; Percentage of assets
- **Fees (firm's website):** ongoing planning from $600 a year; 1% a year on the first tier of assets managed; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $459K across 29 accounts
- **Specialties:** Student loans, Tax planning, Small business owners
- **Works with:** Early-career professionals, High earners, Founders
- **CRD:** 7925633 (https://adviserinfo.sec.gov/individual/summary/7925633)
- **SEC registration:** Investment adviser representative in IA, SD, TX
- **Exams passed:** Series 65 (2024)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.ortmanfinances.com

## Frequently asked questions

### Is Trey Ortman a fee-only financial advisor?

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

### How does Trey charge for financial advice?

Trey charges an ongoing planning fee and a percentage of assets.

### How much does Trey charge?

According to Ortman Finances's website, checked October 30, 2026: ongoing planning from $600 a year; 1% a year on the first tier of assets managed; no asset minimum.

### Does Trey work with clients virtually?

Yes. Ortman Finances says on its website that it works with clients remotely.

### Where is Trey Ortman based?

Trey Ortman is based in Canistota, South Dakota.

### What does Trey specialize in?

Trey's specialties include student loans, tax planning and small business owners. Trey works with early-career professionals, high earners and founders.

### Is Trey Ortman registered with the SEC?

Yes. Trey Ortman is registered as an investment adviser representative in IA, SD and TX (CRD 7925633), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ortman Finances manage?

Ortman Finances reports $459K across 29 accounts in assets under management.

### How do I contact Trey Ortman?

Through Trey's website, www.ortmanfinances.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7925633): 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
- The firm's website (https://www.ortmanfinances.com/): specialties, clients served, and fees, checked October 30, 2026

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