# Michael Hartman

> Michael Hartman is a fee-only financial advisor at Mcdonald Hartman Wealth Advisors in Santa Monica, California, who holds the CFP credential. Mcdonald Hartman Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-hartman-6020345/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Mcdonald Hartman Wealth Advisors
- **Based in:** Santa Monica, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $26.3M across 75 accounts
- **Credentials:** CFP
- **CRD:** 6020345 (https://adviserinfo.sec.gov/individual/summary/6020345)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Mcdonald Hartman Wealth Advisors 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, Mcdonald Hartman Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Michael Hartman based?

Michael Hartman is based in Santa Monica, California.

### What credentials does Michael Hartman hold?

Michael Hartman holds the CFP credential.

### Is Michael Hartman registered with the SEC?

Yes. Michael Hartman is registered as an investment adviser representative in CA (CRD 6020345), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mcdonald Hartman Wealth Advisors manage?

Mcdonald Hartman Wealth Advisors reports $26.3M across 75 accounts in assets under management.

### How do I contact Michael Hartman?

Contact details aren't on file yet. Search for Mcdonald Hartman Wealth Advisors.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6020345): 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

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