Hartman Financial Planning is an independent registered investment advisor founded in 2006 by Bradley Hartman and operating in Santa Clarita, California. The firm provides fee-only financial planning and investment advisory services to individuals and families from all walks of life. As a registered investment advisor, Hartman Financial Planning legally acts in your best interest as a fiduciary, receiving compensation solely from clients without earning commissions on product sales. Services cover cash flow and debt management, risk management, college funding, retirement planning, estate planning, tax planning, asset allocation, and investment selection. Clients can engage Hartman Financial Planning on a project basis for hourly or flat-fee advice, or request ongoing portfolio management services on either a discretionary or non-discretionary basis. Additionally, Hartman Financial Planning hosts educational workshops on financial planning topics and provides market timing models and subscription services.
Fee Structure
Hartman Financial Planning charges for portfolio management using either an annual flat fee based on portfolio complexity or a percentage of the assets under management. Small portfolios may be subject to a minimum annual fee that can exceed 1%. Fees are billed quarterly in arrears and can be deducted directly from your account or paid directly.