Michael Hartman
Michael Hartman is a CFP-designated registered investment advisor at Mcdonald Hartman Wealth Advisors, based in Santa Monica, CA, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 29 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Location
1541 Ocean Avenue, Suite 200, Santa Monica, CA, 90401
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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 →Employment History
Current Registrations
Mcdonald Hartman Wealth Advisors
Previous Registrations
Mutual Advisors, LLC
Kaye Capital Management
Wealthsource Partners, LLC
Reilly Financial Advisors
Cetera Advisors LLC
State Registrations1 state
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