A complete list of active advisors currently associated with Hartman Financial Planning

Warmer can help you find a great advisor at Hartman Financial Planning or one who fits your needs even better.

Hartman Financial Planning provides fee-only financial planning and investment advisory services to individuals and families, and also works with high-net-worth clients, small businesses and retirement plans. Services include comprehensive financial planning (cash flow, retirement, tax, estate and college planning), portfolio management, and referrals to other professionals when needed. The firm emphasizes asset allocation and a fundamental, long-term buy-and-hold approach while tailoring recommendations to each client’s goals, time horizon and risk tolerance through a written Investment Policy Statement. Portfolio management is offered on both discretionary and non-discretionary bases, with non-discretionary accounts requiring client approval for proposed trades and the firm using technical analysis and market-timing signals for entry and exit decisions when appropriate. Notable for a firm of this size, Hartman offers options and related derivatives strategies in client accounts with prior client approval and provides options education and paid workshops to individuals and groups. The adviser also offers market-timing models and subscription services (including a product called AlphaVol) to other investors and managers, and predominantly charges fee-only hourly or flat project fees while offering portfolio management under separate agreements.

To learn more about the advisors currently working at Hartman Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.