Valeria Suaza Salamanca
Ortman Financial Planning · North Bethesda, Maryland
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.
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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 | $63.1M across 330 accounts |
| SEC registration | Investment adviser representative in MD · CRD 8129899 |
| Exams passed | Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.ortmanfinancial.com |
How Valeria's firm compares
- 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 Valeria
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in North Bethesda
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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