Hartman Financial Planning (HFP) offers hourly, as-needed financial planning and investment advisory services. HFP acts as a legal fiduciary, prioritizing client interests. Services include cash flow and debt management, risk management, college funding, retirement planning, estate planning, tax planning, asset allocation, and investment selection. HFP may also conduct group educational workshops on financial planning topics.
Fee Structure
Hartman Financial Planning provides portfolio management services for a flat fee or a percentage of the value of your portfolio. The purpose of this service is to invest your portfolio to achieve agreed-upon goals. For accounts managed on a non-discretionary basis, proposed investments are discussed with you for approval. Discretionary accounts are managed according to an Investment Policy Statement. The fee may exceed 1% for small portfolios.