Danielle Hartman
Kane Financial · Pittsford, New York
Danielle Hartman is a fee-only financial advisor at Kane Financial in Pittsford, New York. Danielle focuses on small business owners. Kane Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Kane Financial |
|---|---|
| Based in | Pittsford, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $75.2M across 638 accounts |
| SEC registration | Investment adviser representative in NY · CRD 8123799 |
| Exams passed | Series 65 (2025) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | kanefp.com |
How Danielle's firm compares
- Kane Financial's average account is about $118,000, from its Form ADV (assets managed divided by 638 accounts).
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Questions about Danielle
Is Danielle Hartman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Danielle holds no broker registration, and Kane Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Danielle charge for financial advice?
Danielle's firm, Kane Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Danielle Hartman based?
Danielle Hartman is based in Pittsford, New York.
What does Danielle specialize in?
Danielle's specialties include small business owners.
Is Danielle Hartman registered with the SEC?
Yes. Danielle Hartman is registered as an investment adviser representative in NY (CRD 8123799), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kane Financial manage?
Kane Financial reports $75.2M across 638 accounts in assets under management.
How do I contact Danielle Hartman?
Through Danielle's website, kanefp.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
- Kane Financial 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.
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