Harting Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
0
Advisors
1
of 1 employees
About
Harting Financial provides financial planning, investment advice, retirement advice, and financial literacy education to a mix of individuals, families, non-profits, trusts, estates, charitable organizations, corporations, and organizational clients. The firm operates as an advice-only, fee‑only registered adviser that does not maintain assets under management, does not take custody of client assets, and does not exercise discretionary trading authority.
Engagements are delivered as limited‑scope portfolio recommendations, written financial plans, and periodic reviews, with services documented in an engagement agreement and billed on an hourly or fixed‑fee basis rather than as a percentage of client assets. Investment guidance prioritizes long‑term, research‑validated, tax‑efficient buy‑and‑hold approaches using low‑cost indexed or passive ETFs and mutual funds, with occasional fundamental analysis of individual securities when requested.
Compared with peers classified as investment managers, the firm is notable for serving non‑high‑net‑worth individual clients and for offering hourly/fixed engagements instead of typical percentage‑of‑AUM arrangements, while also contracting with organizations to provide participant‑level services billed to the organization. The firm emphasizes academic research in its methodology, avoids soft‑dollar arrangements and performance‑based fees, and limits international work to clients not restricted by OFAC or unfamiliar foreign tax regimes.
Client services
Expertise
Fee options
Fixed fee for a financial plan at mutual agreement of Harting Financial and the Client
Hourly rate up to $275
Fee-only: Hourly rate up to $275, or fixed fee per plan at mutual agreement
Main office
2045 Diamond Creek Dr
Colorado Springs CO 80921-2984
Advisors at this office
1
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)