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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-03-2007
- Office Locations
- 1
Office Locations
About Hardy Financial Planning
Hardy Financial Planning is a boutique Ann Arbor, MI wealth management firm led by CFP Thomas Archer Hardy. The practice provides financial planning and investment management, including tax and estate planning and insurance guidance, with a client focus that includes entrepreneurs. Portfolios are primarily implemented with ETFs (alongside some U.S. government/agency bonds and cash) and are custodied at Charles Schwab.
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Client Personas
Investment Themes
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Owner & Executives
THOMAS ARCHER HARDY
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5410811
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,000,000 | -- |
| Non-Discretionary | $5,000,000 | -- |
| Total | $15,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,736,403,843 | 45.4% |
| U.S. Government/Agency | $1,975,191,459 | 24.0% |
| Cash | $2,518,369,109 | 30.6% |
| Total | $8,229,964,411 | 100.0% |