Firm
Ortman Finances
Canistota, South Dakota
Fee-only
Facts
| Based in | Canistota, South Dakota |
|---|---|
| Website | ortmanfinances.com |
| Phone | (605) 254-3226 |
Ortman Finances fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $600 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"$50 / Month" source
"1% on the first $249,999" source
"I have no minimum." source
"$50 / Month" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 22 |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 331714 |