Patuxent Financial Partners, LLC fees and pricing

Published fees

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

Hourly rate

$200/hr

“In special circumstances it may be offered on an hourly basis at a rate of $200.00 per hour, depending on the nature of the specified services.”

Flat or project fee

$500

“The fixed fee can range between $500.00 ‐ $9,600.00.”

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

How Patuxent Financial Partners, LLC bills

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

• “Advisory fees are directly debited from client accounts, or the client may make arrangements to pay by check.”
• “An account may be terminated with written 8 notice at least 30 calendar days in advance.”
• “Fees are billed in arrears and a check is sent to the PFP 2‐3 weeks after the end of the quarter.”

How Patuxent Financial Partners, LLC’s fees compare

• Its hourly rate of $200 is below the Maryland median of $300. 13% of the 156 other Maryland planners that publish an hourly rate charge less.
• 1 of the 5 other planners in Columbia that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Maryland median of $4,335. 6% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 2 of the 6 other planners in Columbia that publish a flat or project fee charge less.

About Patuxent Financial Partners, LLC

• Principal: Matthew Porter
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2010 (16 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% a year

Employees

1

Services reported to regulators

Financial planning, pension consulting, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

288775

Website

patuxentfinancial.com (opens in new tab)

Phone

(410) 730-1744

Other planners in Columbia that publish fees

• Adenry Wealth LLCColumbia$300/hr, $300
• GLR PartnersColumbia$1,500
• Lee Financial Group, Inc.Columbia$150⁠-⁠$450/hr, $500⁠-⁠$10,000
• Primas Financial PlanningColumbia$200/hr, $100⁠-⁠$800
• Wagener-Lee, LLCColumbia$150⁠-⁠$350/hr, $500⁠-⁠$10,000
• Wealthy & Wise Family OfficeColumbia$50⁠-⁠$300/hr

Compare all 9 planners in Columbia