Philip Hartwell
Philip Hartwell is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Torrance, CA, with 42 years of industry experience. Philip 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
2790 Skypark Drive, Suite 200, Torrance, CA, 90505
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 1995Customer Dispute
May 1994Other Business ActivitiesSells Insurance
Philip owns an insurance sales business, dedicating minimal time to it. He also owns Hartwell Financial Services, where he works full-time as a registered representative, branch manager, and partner, focusing on financial planning and wrap fee business.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Hartwell Financial Services
Integrated Resources Equity CorporationBroker
Christopher Weil & Company, INCBroker
Financial Network Investment CorporationBroker
State Registrations35 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.