Hartman Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,000,000
Clients
8
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$625,000
About
Hartman Financial Planning provides fee-only financial planning and investment advisory services to individuals and families, and also works with high-net-worth clients, small businesses and retirement plans. Services include comprehensive financial planning (cash flow, retirement, tax, estate and college planning), portfolio management, and referrals to other professionals when needed.
The firm emphasizes asset allocation and a fundamental, long-term buy-and-hold approach while tailoring recommendations to each client’s goals, time horizon and risk tolerance through a written Investment Policy Statement. Portfolio management is offered on both discretionary and non-discretionary bases, with non-discretionary accounts requiring client approval for proposed trades and the firm using technical analysis and market-timing signals for entry and exit decisions when appropriate.
Notable for a firm of this size, Hartman offers options and related derivatives strategies in client accounts with prior client approval and provides options education and paid workshops to individuals and groups. The adviser also offers market-timing models and subscription services (including a product called AlphaVol) to other investors and managers, and predominantly charges fee-only hourly or flat project fees while offering portfolio management under separate agreements.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Market timing
Expertise
Options & derivatives strategies
Social Security optimization
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
Flat fees based on anticipated number of hours for projects
$165 to $275 per hour depending on complexity
Account minimum: $500 deposit for initial engagements (lesser of $500 or half of lower end of estimated fee range) Minimum fee: Minimum fee for portfolio management may exceed 1% for small portfolios Fee-only: Hourly fees ranging from $165 to $275 per hour, flat fees based on anticipated hours for projects
Main office location
Hartman Financial Planning
18723 Via Princessa, # 1122
Santa Clarita CA 91387, United States
Number of offices
2
Most active in
Hartman Financial Planning has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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