Hark Financial Planning

Overview

Hark Financial Planning is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, offering financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee model is non-asset-based, using hourly charges and fixed fees rather than percentage-of-assets billing. The firm reports an active interest in environmental, social and governance (ESG) factors when selecting investments. Hark is not positioned as a capital allocator or pension consultant and is not described as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives