Travis Hartman
Springhill Wealth Management · Bozeman, Montana
Travis Hartman is a fee-only financial advisor at Springhill Wealth Management in Bozeman, Montana. Springhill Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Springhill Wealth Management |
|---|---|
| Based in | Bozeman, Montana |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $82.0M across 167 accounts |
| SEC registration | Investment adviser representative in MT · CRD 6106122 |
| Exams passed | Series 63 (2013) · Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.springhillwealth.com |
| Profile |
How Travis's firm compares
- Springhill Wealth Management's average account is about $491,000, from its Form ADV (assets managed divided by 167 accounts).
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Questions about Travis
Is Travis Hartman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Travis holds no broker registration, and Springhill Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Travis charge for financial advice?
Travis's firm, Springhill Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Travis Hartman based?
Travis Hartman is based in Bozeman, Montana.
Is Travis Hartman registered with the SEC?
Yes. Travis Hartman is registered as an investment adviser representative in MT (CRD 6106122), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Springhill Wealth Management manage?
Springhill Wealth Management reports $82.0M across 167 accounts in assets under management.
How do I contact Travis Hartman?
Through Travis's website, www.springhillwealth.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
- Springhill Wealth 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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