Hartmann Taylor Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$250,468,361
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
91
59% high-net worth
Advisors
1
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
91
HighAverage account size
$2,752,400
About
Hartmann Taylor Wealth Management provides asset management, financial planning, and tailored family office services to individual and high‑net‑worth clients. Like many peers, the firm typically charges negotiable percentage‑of‑AUM advisory fees and manages custodial accounts on a discretionary basis.
The firm reports approximately $254.6 million in discretionary assets and follows a long‑term investment approach informed by Modern Portfolio Theory, documenting risk tolerance in an investment policy statement. It offers both modular and comprehensive planning, coordinates with clients’ other advisors, and permits client‑imposed investment restrictions when feasible.
Distinctive for a firm of its size, Hartmann Taylor operates with a single designated advisor while providing multi‑office coverage and specialized family office engagements that can include dedicated staff and proactive financial coordination under separate consulting agreements. The firm discloses custody features such as bill‑paying, standing letters of authorization for transfers, and access for certain acquired clients, and it reported a cybersecurity incident in April 2025 that led to remediation and enhanced security protocols.
Client services
Financial planning
Portfolio management
Bill paying services
Expertise
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
Financial planning fixed fees $1,000 to $10,000; Family Office Services fixed fee negotiable
$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
$250 to $500 per hour for financial planning and consulting
Fee-only: Financial planning fees: $250 to $500 per hour; Fixed fee $1,000 to $10,000; Family Office Services fixed fee negotiable
Main office location
Hartmann Taylor Wealth Management, LLC
2346 Victory Park Lane
Dallas TX 75219, United States
Number of offices
5
Most active in
Hartmann Taylor Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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:
-
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.
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