CRD: 142122
Hartman Financial Planning
$7.3M Total AUM
$5.1M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
19 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Nationwide · Principal
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-10-2007
- Office Locations
- 1
Office Locations
18723 VIA Princessa #1122 Santa Clarita CA
About Hartman Financial Planning
Hartman Financial Planning is an independent, fee-only fiduciary practice providing values-based financial planning and investment management. Offers full plans or hourly/a la carte advice (e.g., budgeting, IRA rollovers, annuity reviews, second opinions) with ongoing coaching as needed. Portfolios are implemented largely with ETFs alongside cash and U.S. government bonds, with custody through Charles Schwab.
Team overview
63 AVG AGE
$7.3M AVG AUM / ADVISOR
$456.3K AVG AUM / CLIENT
19.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BRADLEY J HARTMAN
Manager, Owner
- CRD
- #5276715
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,100,000 | -- |
| Non-Discretionary | $2,200,000 | -- |
| Total | $7,300,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
Continue browsing