Derek Hartman
Global Financial Private Client · Sarasota, Florida
Derek Hartman is a fee-only financial advisor at Global Financial Private Client in Sarasota, Florida, who holds the CFP credential. Derek focuses on estate & legacy planning and tax planning. Global Financial Private Client reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Global Financial Private Client |
|---|---|
| Based in | Sarasota, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $828.3M across 1,028 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 6081035 |
| Exams passed | Series 65 (2017) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | mygfpc.com |
How Derek's firm compares
- Global Financial Private Client's average account is about $806,000, from its Form ADV (assets managed divided by 1,028 accounts).
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Questions about Derek
Is Derek Hartman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derek holds no broker registration, and Global Financial Private Client reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Derek charge for financial advice?
Derek's firm, Global Financial Private Client, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Derek Hartman based?
Derek Hartman is based in Sarasota, Florida.
What does Derek specialize in?
Derek's specialties include estate & legacy planning and tax planning.
What credentials does Derek Hartman hold?
Derek Hartman holds the CFP credential.
Is Derek Hartman registered with the SEC?
Yes. Derek Hartman is registered as an investment adviser representative in FL (CRD 6081035), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Global Financial Private Client manage?
Global Financial Private Client reports $828.3M across 1,028 accounts in assets under management.
How do I contact Derek Hartman?
Through Derek's website, mygfpc.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
- Global Financial Private Client 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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