Firm
Patuxent Financial Partners, LLC
Columbia, Maryland
Fee-only
Patuxent Financial Partners, LLC at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its ongoing planning fee starts at $1,200 a year, below the Maryland median of $3,800.
- Its website says it's taking new clients.
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Columbia, Maryland |
|---|---|
| Website | patuxentfinancial.com |
| Phone | (410) 730-1744 |
Patuxent Financial Partners, LLC 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.
| Ongoing planning | From $1,200 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee · Hourly · One-time plans or projects |
In the firm's words
"$1,200 - 9,600/year" source
"$0 - $500,000 1.00%" source
"$1,200 - 9,600/year" source
"I charge an advisory fee based on the market value of the assets under management" 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 |
|---|---|
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 288775 |