Advisor at Hartwell & Company
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hartwell & Company
Location
St Joseph, MI 49085
Credentials
CFP®, Series 66
Industry experience
6 years
Ryan Hartwell is a CFP® with six years of industry experience, currently serving at Hartwell & Company. His prior roles include positions at LPL Financial, USA Financial Securities, and Hartwell & Wolf. Ryan is also involved with Hartwell Wealth Management LLC, an independent investment advisory firm he founded. Hartwell Wealth Management provides portfolio management and financial planning primarily for individual investors, retirement plans, and business entities. The firm operates under a fiduciary standard and employs a mix of investment strategies, including ETFs, mutual funds, equities, and fixed income, with both discretionary and non-discretionary account management.
Based on Hartwell & Company
Fixed financial planning fees between $500 and $7,500.
$0 - $250,000: 1.40% $250,001 - $500,000: 1.30% $500,001 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.10% $2,000,001+: 1.00%
Commission-based compensation from insurance products and other activities through LPL Financial and insurance licenses.
Hourly financial planning fees between $300 and $500.
Fee-only: Financial planning fees: Fixed fees between $500 and $7,500; Hourly fees between $300 and $500.
800 Port St, Suite D
St Joseph, MI 49085
Colorado · Michigan
LPL Financial
2022 - Present (4 years)
Hartwell Wealth Management LLC
2022 - Present (4 years)
Hartwell & Company
2019 - Present (7 years)
USA Financial Securities
2019 - 2022 (3 years)
Hartwell & Wolf
2016 - 2019 (3 years)
Sun Valley Youth Center
2016 - 2016 (1 year)
Hartwell & Wolf
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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Series 66
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Jim Roberts Investment Advisors LLC
Series 63, Series 65
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Northpointe Investment Advisory, LLC
Series 65
St. Joseph, MI
Blue Iguana Financial, LLC
Series 65
Saint Joseph, MI
Leonard Advisory Group LLC
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