How does the advisor help clients – Key Takeaways:
HARTMAN FINANCIAL PLANNING is a renowned financial planning firm that specializes in providing expert financial advice and services to clients. Led by a team of experienced and knowledgeable advisors, the firm works closely with individuals and businesses to help them achieve their financial goals.
With a focus on building long-term relationships and providing personalized solutions, HARTMAN FINANCIAL PLANNING is committed to helping clients make informed financial decisions and achieve financial success.
Facts and Insights
Founded in 2003, HARTMAN FINANCIAL PLANNING has over 17 years of experience in the financial industry. The firm is based in New York City and serves clients nationwide.
The firm prides itself on its in-depth knowledge of the financial market and its ability to offer innovative and effective solutions to its clients. With a deep understanding of the ever-changing financial landscape, the advisors at HARTMAN FINANCIAL PLANNING are able to provide valuable insights to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2003 | $500 million | 5 |
HARTMAN FINANCIAL PLANNING takes pride in its ability to manage a significant amount of assets for its clients, which is a testament to its expertise and track record.
Financial Services Offered
HARTMAN FINANCIAL PLANNING offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- Debt management
By offering a comprehensive suite of financial services, the firm is able to provide holistic solutions that address all aspects of a client’s financial life.
Client Types
HARTMAN FINANCIAL PLANNING caters to a diverse range of clients, including:
- Individuals
- Families
- Business owners
- High net worth individuals
- Corporate executives
The firm is equipped to handle the unique financial needs of each client type and is committed to providing personalized solutions that meet their specific goals and objectives.
Fees & Compensation
HARTMAN FINANCIAL PLANNING is a fee-only firm, which means it charges clients a flat fee based on the services provided. This fee structure ensures transparency and eliminates any conflicts of interest that may arise from commission-based compensation.
The firm believes in a transparent and fair fee structure, and clients can rest assured that they are only paying for the services they need.
Background
HARTMAN FINANCIAL PLANNING was founded by John Hartman, a seasoned financial expert with over 25 years of experience in the industry. John is a Certified Financial Planner (CFP) and has a wealth of knowledge and expertise in all areas of financial planning and wealth management.
Under John’s leadership, HARTMAN FINANCIAL PLANNING has grown to become one of the most reputable and sought-after financial planning firms in the country.
Financial Advisor Disclosures to Know
As a registered investment advisor, HARTMAN FINANCIAL PLANNING has a fiduciary duty to act in the best interests of its clients. This means the firm is legally obligated to put its clients’ interests above its own and provide unbiased and objective advice.
The firm