Ortman Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“In the event of early termination before the delivery of a financial plan, a full refund will be given, minus an hourly rate of $300 for any hours already worked.”

Flat or project fee

$500⁠-⁠$7,000

“The fixed fee can range between $500.00 and $7,000.00, depending on the needs of the client and the complexity of the plan.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Ortman Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our billing invoice will indicate the total account value used to calculate the advisory fee.”
• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Ortman Financial Planning’s fees compare

• Its hourly rate of $300 matches the Maryland median of $300. 42% of the 156 other Maryland planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$7,000 spans the Maryland median of $4,335. 47% of the 133 other Maryland planners that publish a flat or project fee charge less.

About Ortman Financial Planning

• Principal: Patrick Ortman
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

104

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$63,101,994

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

281944

Website

ortmanfinancial.com (opens in new tab)

Phone

(301) 799-3140

Can advise clients in 5 states: Colorado, District of Columbia, Florida, Maryland, Virginia

Other planners in Maryland that publish fees

• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Aaa Advisory LLCWalkersville$300/hr
• Accordant Advisory Group, Inc.Annapolis$500/hr
• Addax Bridge FinancialPotomac$250⁠-⁠$400/hr, $5,000⁠-⁠$6,000
• Adenry Wealth LLCColumbia$300/hr, $300
• Advocate Investing ServicesWoodbine$400/hr, $1,000⁠-⁠$10,000

Compare all 302 planners in Maryland