M
McDonald Hartman Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$26,300,000
Clients
29
31% 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
29
TypicalAverage account size
$906,897
About
McDonald Hartman Wealth Advisors provides investment advisory and financial planning services to individual and high‑net‑worth clients, offering both discretionary and non‑discretionary managed accounts and consulting. The firm maintains a relatively small client roster and manages roughly $26.3 million in client assets while requiring a $1,000,000 minimum account size.
The firm tailors advice to client objectives, time horizon, and risk tolerance, employing asset‑allocation and dollar‑cost averaging alongside both long‑ and short‑term trading and technical analysis as appropriate; it emphasizes preserving purchasing power over the long term and recommends ongoing coordination with tax professionals. Strategies are implemented through accounts at an independent custodian (the firm recommends Charles Schwab), and the advisor may aggregate trades across client accounts and provide financial planning either as part of asset management or under a separate engagement.
Compared with many independent advisers that primarily serve non‑HNW individuals, this firm’s high minimum and small client base point to a more focused, boutique practice led by a principal with CFP credentials. The firm does not charge performance‑based fees, does not participate in wrap programs, and generally leaves proxy voting to clients rather than voting proxies on their behalf.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
$1,000 to $10,000 per project
2.0% annually
$300 per hour
Account minimum: $1,000,000
Main office location
McDonald Hartman Wealth Advisors
1541 Ocean Avenue, Suite 200
Santa Monica CA 90401, United States
Number of offices
1
Most active in
McDonald Hartman Wealth Advisors 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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