Ortman Finances, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ortman Finances, LLC provides investment management and financial planning to individual clients, including high-net-worth individuals, on a fee-only basis. Services include discretionary portfolio management and both ongoing and project-based planning that address retirement, tax considerations, estate planning, college savings, insurance review, and business planning.
The firm’s investment approach emphasizes asset allocation guided by modern portfolio theory and a mix of passive vehicles alongside fundamental analysis, setting target allocations and managing accounts on a discretionary basis. Ortman Finances recommends a specific custodial platform for trade execution, executes client trades on an individual (non-blocked) basis, and relies on custodial account statements for client reporting rather than producing separate firm performance reports.
Noteworthy features for a solo, independent adviser include its recent establishment and dual registration in South Dakota and Iowa, a relatively small asset base and client roster, and an explicit practice of collaborating with clients’ attorneys and tax professionals on implementation. The firm also maintains an active social media presence and offers services tailored to business owners (including business start-up and exit planning and employee benefits optimization), which may be less common among advisers of similar scale.
Client services
Expertise
Fee options
$0 - $249,999: 1.00% $250,000 - $499,999: 0.75% $500,000+: 0.50%
$100 per hour for Project-Based Financial Planning.
Ongoing Financial Planning charged as recurring fixed monthly fee ranging from $50 to $215.
Fee-only: Ongoing Financial Planning fees range from $50 to $215 per month, paid monthly in advance; initial fee up to $500 for construction of financial plan (may be reduced or waived); Project-Based Financial Planning charged hourly at $100 per hour.
Main office
Canistota SD
Advisors at this office
1
Most active in
Iowa · South Dakota · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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