# Joseph Hart

> Joseph Hart is a fee-only financial advisor at Hart Wealth Management in West Des Moines, Iowa, who holds the CFP credential. Joseph focuses on tax planning, estate & legacy planning and retirement planning. Hart Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Hart Wealth Management
- **Based in:** West Des Moines, Iowa
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $46.5M across 81 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning, Equity compensation, Small business owners
- **Works with:** High earners, Retirees
- **CRD:** 7004309 (https://adviserinfo.sec.gov/individual/summary/7004309)
- **SEC registration:** Investment adviser representative in IA
- **Exams passed:** Series 65 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://hartwm.com

## Frequently asked questions

### Is Joseph Hart a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Hart Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joseph charge for financial advice?

Joseph's firm, Hart Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Does Joseph work with clients virtually?

Yes. Hart Wealth Management says on its website that it works with clients remotely.

### Where is Joseph Hart based?

Joseph Hart is based in West Des Moines, Iowa.

### What does Joseph specialize in?

Joseph's specialties include tax planning, estate & legacy planning, retirement planning, equity compensation and small business owners. Joseph works with high earners and retirees.

### What credentials does Joseph Hart hold?

Joseph Hart holds the CFP credential.

### Is Joseph Hart registered with the SEC?

Yes. Joseph Hart is registered as an investment adviser representative in IA (CRD 7004309), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Hart Wealth Management manage?

Hart Wealth Management reports $46.5M across 81 accounts in assets under management.

### How do I contact Joseph Hart?

Through Joseph's website, hartwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7004309): 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.hartwm.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.