TrueAdvisor
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JH
CFP
JH
CFP

Joshua Hartzler

On Investment Management CO
17 Years of Experience
Wooster, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Joshua Hartzler is a CFP-designated registered investment advisor at On Investment Management CO, based in Wooster, OH, with 17 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 9,568 clients with $3.2B in assets under management.

On Investment Management CO
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
208 advisors
Number of Clients
9,568 clients
Average Client Portfolio
$329K average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Representative fees for managed account programs range from 0.30% to 1.50% annually. Third-party investment advisory programs have separate unique fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

651 Riffel Road, Wooster, OH, 44691

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Joshua works as a retirement plan specialist at Hummel Group, focusing on insurance and financial services, including life insurance and fixed indexed annuities sales, dedicating full-time hours. He also works at Hummel Wealth Management LLC as a retirement plan specialist, spending nearly full-time hours on investment advisory services, and dedicates minimal time to health insurance sales.

Employment History
Current Registrations
On Investment Management CO
June 2020 - Present · 6 yrs 4 mos
Hummel Wealth Management, LLC
October 2013 - Present · 13 yrs
The O.N. Equity Sales CompanyBroker
August 2013 - Present · 13 yrs 2 mos
Previous Registrations
Boa, LLC
June 2010 - August 2013 · 3 yrs 2 mos
Km&m Pinnacle, LTD.
November 2008 - March 2012 · 3 yrs 4 mos
State Registrations5 states
ILNCOHPAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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