Bradley Hartman
Hartman Financial Planning · Santa Clarita, California
Bradley Hartman is a fee-only financial advisor at Hartman Financial Planning in Santa Clarita, California. Bradley charges hourly fees and an ongoing planning fee (no asset minimum) and focuses on retirement planning and small business owners.
Request an introduction to Bradley →
Specialties
Facts
| Firm | Hartman Financial Planning |
|---|---|
| Based in | Santa Clarita, California |
| Fee model | Hourly · Ongoing planning fee |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $7.3M across 27 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5276715 |
| Exams passed | Series 65 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.hartmanfinancialplanning.com |
How Bradley's firm compares
- Hartman Financial Planning's average account is about $270,000, from its Form ADV (assets managed divided by 27 accounts).
Request an introduction to Bradley
Tell Bradley a little about what you're looking for. Bradley isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Bradley
Is Bradley Hartman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and Hartman Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bradley charge for financial advice?
Bradley charges hourly fees and an ongoing planning fee.
How much does Bradley charge?
According to Hartman Financial Planning's website, checked October 30, 2026: no asset minimum.
Where is Bradley Hartman based?
Bradley Hartman is based in Santa Clarita, California.
What does Bradley specialize in?
Bradley's specialties include retirement planning and small business owners.
Is Bradley Hartman registered with the SEC?
Yes. Bradley Hartman is registered as an investment adviser representative in CA (CRD 5276715), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hartman Financial Planning manage?
Hartman Financial Planning reports $7.3M across 27 accounts in assets under management.
How do I contact Bradley Hartman?
Through Bradley's website, www.hartmanfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Hartman Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.