Michael Hart
Wallace Hart Capital Management · Lexington, Kentucky
Michael Hart is a fee-only financial advisor at Wallace Hart Capital Management in Lexington, Kentucky. Michael focuses on retirement planning, tax planning and estate & legacy planning. Wallace Hart Capital Management reports charging a percentage of assets and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Retirees
Facts
| Firm | Wallace Hart Capital Management |
|---|---|
| Based in | Lexington, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $264.0M across 873 accounts |
| SEC registration | Investment adviser representative in KY · CRD 6027005 |
| Exams passed | Series 66 (2012) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.wallacehart.com |
How Michael's firm compares
- Wallace Hart Capital Management's average account is about $302,000, from its Form ADV (assets managed divided by 873 accounts).
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Questions about Michael
Is Michael Hart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Wallace Hart Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Wallace Hart Capital Management, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Michael Hart based?
Michael Hart is based in Lexington, Kentucky.
What does Michael specialize in?
Michael's specialties include retirement planning, tax planning and estate & legacy planning. Michael works with founders and retirees.
Is Michael Hart registered with the SEC?
Yes. Michael Hart is registered as an investment adviser representative in KY (CRD 6027005), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wallace Hart Capital Management manage?
Wallace Hart Capital Management reports $264.0M across 873 accounts in assets under management.
How do I contact Michael Hart?
Through Michael's website, www.wallacehart.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
- Wallace Hart Capital Management 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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