# Valeria Suaza Salamanca

> Valeria Suaza Salamanca is a fee-only financial advisor at Ortman Financial Planning in North Bethesda, Maryland. Ortman Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/valeria-suaza-salamanca/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Ortman Financial Planning
- **Based in:** North Bethesda, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $63.1M across 330 accounts
- **CRD:** 8129899 (https://adviserinfo.sec.gov/individual/summary/8129899)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 65 (2025)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.ortmanfinancial.com/

## Frequently asked questions

### Is Valeria Suaza Salamanca a fee-only financial advisor?

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

### How does Valeria charge for financial advice?

Valeria's firm, Ortman Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Valeria Suaza Salamanca based?

Valeria Suaza Salamanca is based in North Bethesda, Maryland.

### Is Valeria Suaza Salamanca registered with the SEC?

Yes. Valeria Suaza Salamanca is registered as an investment adviser representative in MD (CRD 8129899), per SEC Investment Adviser Public Disclosure data as of October 29, 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 Valeria Suaza Salamanca?

Through Valeria's website, www.ortmanfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8129899): 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

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