Lombard Advisers
47yrs
Top advisor by experience in Baltimore
8yrs
Patrick Bollinger
Financial advisor at Wealth Planning Group
Patrick Bollinger has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Baltimore, Maryland. Patrick has been with Wealth Planning Group since 2026. Wealth Planning Group offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 710 advisors with offices in Baltimore, and one of 650 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office3600 O'Donnell Street Suite 860, Baltimore, MD 21224
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$734,848
Advisors at the firm4
States licensed ?1 state
Services through Wealth Planning Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowWealth Planning GroupCurrent firm
Contact Patrick
(410) 522-2030Wealth Planning Group main office 3600 O'Donnell Street Suite 860Baltimore, MD 21224Office · Get directions LinkedIn pageWealth Planning Group
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Wealth Planning Group at (410) 522-2030 and ask for Patrick Bollinger. Patrick works from the Baltimore, MD office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Wealth Planning Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
UBS Financial Services
45yrs
Top 1% by experience in Baltimore
Merrill
45yrs
Top 1% by experience in Baltimore
LPL Financial
45yrs
Top 1% by experience in Maryland
Lombard Advisers
45yrs
Top 1% by experience in Baltimore
Truist Advisory Services
45yrs
Top 1% by experience at Truist Advisory Services