Hartmann Taylor Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$250,468,361
Clients
91
Advisors
1
of 5 employees
About
Hartmann Taylor Wealth Management provides asset management, financial planning, and tailored family office services to individual and high‑net‑worth clients. Like many peers, the firm typically charges negotiable percentage‑of‑AUM advisory fees and manages custodial accounts on a discretionary basis.
The firm reports approximately $254.6 million in discretionary assets and follows a long‑term investment approach informed by Modern Portfolio Theory, documenting risk tolerance in an investment policy statement. It offers both modular and comprehensive planning, coordinates with clients’ other advisors, and permits client‑imposed investment restrictions when feasible.
Distinctive for a firm of its size, Hartmann Taylor operates with a single designated advisor while providing multi‑office coverage and specialized family office engagements that can include dedicated staff and proactive financial coordination under separate consulting agreements. The firm discloses custody features such as bill‑paying, standing letters of authorization for transfers, and access for certain acquired clients, and it reported a cybersecurity incident in April 2025 that led to remediation and enhanced security protocols.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees $1,000 to $10,000; Family Office Services fixed fee negotiable
$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
$250 to $500 per hour for financial planning and consulting
Fee-only: Financial planning fees: $250 to $500 per hour; Fixed fee $1,000 to $10,000; Family Office Services fixed fee negotiable
Main office
2346 Victory Park Lane
Dallas TX 75219
Advisors at this office
1
Most active in
Texas
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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