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Thomas Hardy

Advisor at Hardy Financial Planning

Updated today
Hardy Financial Planning logo

Firm

Hardy Financial Planning

Location

Ann Arbor, MI

Credentials

CFP®

Industry experience

15 years

About

Thomas Hardy is a CFP® professional with 15 years of experience in financial advising. He has led Hardy Financial Planning since 2007 and has served as an Adjunct Professor of Finance at Cleary University since 2004, where he teaches courses in Finance, Investing, and Financial Planning. Hardy Financial Planning is an independent firm serving individuals, trusts, estates, and business entities with fee-only financial planning, investment advisory, and consulting services. The firm offers tailored portfolio management that incorporates both fundamental and technical analysis, including options strategies, and provides retirement-plan consulting for employers.

Client services

Based on Hardy Financial Planning

Financial planning Portfolio management Pension consulting

Expertise

Based on Hardy Financial Planning

Options & derivatives strategies

Demographic focus

Based on Hardy Financial Planning

Baby Boomers (Born 1946-1964)

Fee options

Fixed

Financial planning flat fees range from $250 up to $5,000 depending on complexity.

Project-based

Financial planning services offered at $150 per hour, negotiable.

Other

Account minimum: $100,000 Fee-only: Asset management fees are fixed fees negotiated per client, ranging from $1,000 to $12,000 per year as of January 2026. Financial planning fees are $150 per hour (negotiable) or flat fees ranging from $250 to $5,000 depending on complexity.

Location

Ann Arbor, MI

Most active in

Michigan

Work history

Hardy Financial Planning, Inc.

2007 - Present (19 years)

Cleary University

2004 - Present (22 years)

California Lutheran University

1998 - Present (28 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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