# Ortman Financial Planning

> Ortman Financial Planning is a state-registered investment advisory firm in North Bethesda, MD, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.

- CRD: 281944
- Filed as: ORTMAN FINANCIAL PLANNING
- Legal name: Ortman Financial Group, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: North Bethesda, MD
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/281944
- AdvisorCensus page: https://advisorcensus.com/firm/ortman-financial-planning-north-bethesda-md-281944

## Quick answers

**How is Ortman Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Ortman Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Ortman Financial Planning located?**
Ortman Financial Planning's principal office is in North Bethesda, MD, according to its Form ADV.

**Is Ortman Financial Planning registered with the SEC or a state?**
Ortman Financial Planning is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 281944.

**How much does Ortman Financial Planning manage?**
Ortman Financial Planning reports $63,101,994 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (100% discretionary).

**What types of clients does Ortman Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (85); high net worth individuals (19); charitable organizations (1).

**Does Ortman Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/281944

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $63,101,994
- Discretionary: $63,101,994
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 85 | $27,961,954 |
| High net worth individuals | 19 | $35,045,480 |
| Charitable organizations | 1 | $94,560 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, DC, FL, MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ortmanfinancial.com
- LinkedIn @ortman-financial-planning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ortman Financial Planning (CRD 281944): Form ADV filing data as of October 2026.