Hartman Financial Planning

Overview

Hartman Financial Planning is an independent registered investment advisor organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, market-timing services, and educational seminars or workshops. Its fee approaches include hourly and fixed-fee arrangements (plus other fee structures), rather than a traditional percentage-based only advisory model. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices