Hartman Financial Planning

Overview

Hartman Financial Planning is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, delivering financial planning and portfolio management for individuals and small businesses alongside market-timing guidance and client education through seminars and workshops. Compensation is fee-based and delivered through hourly billing, fixed fees and other non-commission arrangements. The adviser does not identify as an ESG investor, is not a multi-state adviser, and does not act as a pension consultant or a capital allocator.

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Public Holdings

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Location & Offices