Hark Financial Planning (HFP) offers financial planning and investment management services. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. Investment management is available only to ongoing financial planning clients. HFP may recommend third-party professionals but doesn't receive compensation from them.
Assets Under Management$26M
Clients22
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management
Investment management is included in the fixed monthly fee for ongoing financial planning services. There is no separate fee for investment management. HFP may use model portfolios from Dimensional Fund Advisors or Altruist, which may charge additional fees.
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