Conner Hartmann
Conner Hartmann is a CFP-designated registered investment advisor at Conestoga Wealth Partners, based in Gig Harbor, WA, with 9 years of industry experience. Conner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Conestoga Wealth Partners offers financial planning services on an hourly and fixed fee basis.
- Hourly fees are up to $500 per hour, with firm partners generally charging $500 per hour and junior advisory representatives charging $280 per hour.
- Fixed fees generally range from $2,500 to $10,000, based on the hourly rate, estimated hours, and complexity.
Location
3226 Rosedale Street, Suite 200, Gig Harbor, WA, 98335
Get directionsHistory
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
Conner sells fixed insurance, dedicating minimal time to this activity. He also works as an assistant wrestling coach, spending minimal time on this role.
Employment History
Current Registrations
Conestoga Wealth Partners
Commonwealth Financial Network
Previous Registrations
Commonwealth Financial NetworkBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations1 state
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.