Hartwell & Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$54,845,174
Total clients
149
8% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
50
Average account size
$368,088
About
Hartwell Wealth Management LLC provides ongoing portfolio management and financial planning to individuals, pension and profit‑sharing plans, and business entities. Services include discretionary investment management with Investment Policy Statements, written financial plans (with estate‑planning services facilitated through a third‑party platform), and access to insurance and retirement‑plan advice.
The firm’s investment process uses a mix of cyclical, fundamental, quantitative and technical analysis and typically emphasizes ETF‑based portfolios across equities, fixed income, REITs and precious‑metal exposures, employing both long‑ and short‑term trading. Risk tolerances are documented in client IPSs, the firm generally requests discretionary trading authority, conducts at least quarterly account reviews, and charges percentage‑of‑assets fees.
Hartwell’s business model is notable for the principals’ outside activities: they operate an affiliated accounting/payroll practice and act as licensed insurance agents and registered representatives, relationships the firm discloses and manages as potential conflicts of interest. The firm also requires clients to custody assets with a specific broker‑dealer, facilitates estate‑document preparation via Wealth, Inc., and reports approximately $54.8 million in discretionary assets under management across a three‑advisor team serving about 149 clients.
Client services
Expertise
Occupation focus
Fee options
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.
Main office location
Hartwell & Company
800 Port St, Suite D
St Joseph MI 49085, United States
Number of offices
3
Most active in
Colorado · Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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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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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
Quick links
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