Michael Hartman
Mcdonald Hartman Wealth Advisors · Santa Monica, California
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.
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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 | $26.3M across 75 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6020345 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Michael's firm compares
- Mcdonald Hartman Wealth Advisors's average account is about $351,000, from its Form ADV (assets managed divided by 75 accounts).
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Questions about Michael
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.
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
- 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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