Jeffrey Hartman
Gross & Hartman Investments · Leola, Pennsylvania
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.
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Specialties
Facts
| Firm | Gross & Hartman Investments |
|---|---|
| Based in | Leola, Pennsylvania |
| Fee model | Hourly |
| Fees (firm's website) | $150 an hour |
| Assets under management | $576.0M across 463 accounts |
| SEC registration | Investment adviser representative in CA, NC, NJ, PA, TX · CRD 6264503 |
| Exams passed | Series 65 (2015) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.gross-investments.com |
How Jeffrey's firm compares
- The hourly rate is $150, below the Pennsylvania median of $250 for fee-only firms that publish prices.
- Gross & Hartman Investments's average account is about $1.2 million, from its Form ADV (assets managed divided by 463 accounts).
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Questions about Jeffrey
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.
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
- Gross & Hartman Investments 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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