PATUXENT FINANCIAL PLANNING, LLC

PATUXENT FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 121805). Regulatory assets under management: $35.3M.

Registration

• CRD: 121805
• Type: Registered investment adviser
• Phone: 410-610-2148
• Latest filing: 2026-02-20
• Regulatory AUM: $35.3M
• Non-discretionary AUM: $35.3M
• Clients: 1
• Accounts: 45

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 121805 on SEC IAPD (source of record)
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