H
Hartman, Jeremy
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,550,000
Total clients
60
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
60
Average account size
$25,833
About
The firm serves primarily individual clients (including trusts and estates), managing about 60 client relationships and approximately $1.55 million in assets. It provides portfolio management plus financial, retirement, college, estate and insurance planning, and also offers income tax preparation and limited bookkeeping services.
The firm’s investment approach is tailored to each client and employs both fundamental and technical analysis across stocks, bonds, ETFs, mutual funds and fixed income, with account reviews conducted at least monthly. Clients establish separately managed account (SMA) platforms of their choice for custody and trade execution, and the adviser operates with limited discretionary authority on those SMA accounts rather than providing custody or executing trades directly — an operating model that differs from the more typical custody/execution arrangements used by many peers.
Noteworthy characteristics include the adviser’s long-standing role as a licensed insurance agent and a seasonal tax preparer who prepares roughly 175 tax returns annually, combining advisory and non-advisory financial services in a sole‑proprietor practice. The firm does not participate in wrap fee programs, states it does not accept commissions or performance-based fees, and relies on client-controlled SMA relationships, a combination that is uncommon among similarly sized independent advisers.
Client services
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
General tax planning
Fee options
0.75% to 1.25% annually (negotiable)
Main office location
Hartman, Jeremy
Hopkinton MA, United States
Number of offices
1
Most active in
Hartman, Jeremy has reported serving >5 clients in these states in the last 12 months.
Massachusetts
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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