Ortman Financial Planning

Ortman Financial Planning (CRD# 281944) is a financial advisory firm headquartered in Annapolis, MD. They manage $8,150,000 in 127 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $64,173
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, TX, VA

Financial Advisors at Ortman Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Patrick F. Ortman
CRD#: 5422336
1997 Annapolis Exchange Pkwy, Suite 300, Annapolis, MD 21401
93
Wealthminder
score

Patrick Ortman (CRD# 5422336) is an Investment Advisor Representative working at Ortman Financial Planning in Annapolis, MD and has over 8 years of experience in the finance industry.

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