Firm
Ortman Financial Planning
North Bethesda, Maryland
Fee-only
Ortman Financial Planning at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 1 employee and 104 individual clients, 19 of them high net worth.
- Its average account is about $191,000 (assets it manages divided by its 330 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | North Bethesda, Maryland |
|---|---|
| Website | ortmanfinancial.com |
| [email protected] | |
| Phone | (301) 799-3140 |
Ortman Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $1,500 |
|---|---|
| How it charges | Flat fee · One-time plans or projects |
In the firm's words
"The Project Planning fees typically range from $1,500 for young professionals just starting out, to $6,000+" source
"Our Project Planning fee is a flat rate, determined by the complexity of your financial plan." source
"Our Project Planning service is ideal for those seeking a one-time financial plan without an ongoing relationship with a financial advisor." 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 | $63 million |
| Individual clients | 85 |
| High-net-worth clients | 19 |
| Accounts managed | 330 |
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | February 11, 2026 |
| SEC record | CRD 281944 |