Richert Hart
1834 Investment Advisors · Chicago, Illinois
Richert Hart is a fee-only financial advisor at 1834 Investment Advisors in Chicago, Illinois, who holds the CFP credential. 1834 Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | 1834 Investment Advisors |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.20B across 966 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 4927733 |
| Exams passed | Series 66 (2005) |
| Firm size | 45 employees |
| Disclosures | None reported |
| Website | www.1834investmentadvisors.com |
How Richert's firm compares
- 1834 Investment Advisors's average account is about $2.3 million, from its Form ADV (assets managed divided by 966 accounts).
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Questions about Richert
Is Richert Hart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richert holds no broker registration, and 1834 Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richert charge for financial advice?
Richert's firm, 1834 Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Richert Hart based?
Richert Hart is based in Chicago, Illinois.
What credentials does Richert Hart hold?
Richert Hart holds the CFP credential.
Is Richert Hart registered with the SEC?
Yes. Richert Hart is registered as an investment adviser representative in IL (CRD 4927733), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 1834 Investment Advisors manage?
1834 Investment Advisors reports $2.20B across 966 accounts in assets under management.
How do I contact Richert Hart?
Through Richert's website, www.1834investmentadvisors.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
- 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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