Hardy Financial Planning provides financial planning, consulting, and investment advice. They advise on investments like stocks, ETFs, and mutual funds, tailoring their advice to your individual needs and goals. They can help with retirement planning, estate planning, and other financial matters. Hardy Financial Planning is a fee-only advisor, meaning they don't sell products or receive commissions.
Assets Under Management$15M
Clients11
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$15M
Fee Structure
Planning is included in investment management (also available separately)
Hardy Financial Planning's fees for managing your investments are fixed and negotiated with each client. The fee depends on the size of your portfolio, the number of accounts, and the complexity of your financial situation. As of January 2026, these fees ranged from $1,000 to $12,000 per year, paid quarterly.
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