# Jeffrey Hartman

> Jeffrey Hartman is a fee-only financial advisor at Gross & Hartman Investments in Leola, Pennsylvania. Jeffrey charges hourly fees ($150 an hour) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/jeffrey-hartman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Gross & Hartman Investments
- **Based in:** Leola, Pennsylvania
- **Fee model:** Hourly
- **Fees (firm's website):** $150 an hour
- **Assets under management (firm):** $576.0M across 463 accounts
- **Specialties:** Retirement planning
- **CRD:** 6264503 (https://adviserinfo.sec.gov/individual/summary/6264503)
- **SEC registration:** Investment adviser representative in CA, NC, NJ, PA, TX
- **Exams passed:** Series 65 (2015)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.gross-investments.com/

## Frequently asked questions

### Is Jeffrey Hartman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Gross & Hartman Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey charges hourly fees.

### How much does Jeffrey charge?

According to Gross & Hartman Investments's website, checked October 30, 2026: $150 an hour.

### Where is Jeffrey Hartman based?

Jeffrey Hartman is based in Leola, Pennsylvania.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning.

### Is Jeffrey Hartman registered with the SEC?

Yes. Jeffrey Hartman is registered as an investment adviser representative in CA, NC, NJ, PA and TX (CRD 6264503), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Gross & Hartman Investments manage?

Gross & Hartman Investments reports $576.0M across 463 accounts in assets under management.

### How do I contact Jeffrey Hartman?

Through Jeffrey's website, www.gross-investments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6264503): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.gross-investments.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.