Robert Hartfield
Robert Hartfield is a registered investment advisor at Osaic Wealth, INC., based in West Chester, PA, with 42 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
West Chester, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is an insurance agent/sole proprietor with Hartfield Advisors Inc since 2002, offering various insurance products and spending about a quarter of his time on it. He also works as an agent offering similar insurance products, dedicating about 10-20% of his time, and as an agent/president offering insurance products, dedicating minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.Broker
Osaic Fa, INC.
Hornor, Townsend & Kent, INC.Broker
Hornor, Townsend & Kent, INC.
Multi-Financial Securities CorporationBroker
Smart Financial Advisors, LLC
Ifg Network Securities, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
Aetna Investment Services, INC.Broker
W. S. Griffith & CO., INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.