Firm
Hartman Financial Planning
Santa Clarita, California
Fee-only
Hartman Financial Planning at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 12 individual clients.
- Its average account is about $270,000 (assets it manages divided by its 27 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Santa Clarita, California |
|---|---|
| Website | hartmanfinancialplanning.com |
| Phone | (888) 367-8466 |
Hartman Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Hourly · Ongoing planning fee |
In the firm's words
"regardless of their net worth, income or investable assets" source
"We specialize in providing hourly, as-needed financial planning and advice to individuals, families, and small businesses" source
"our Ongoing Retainer Client Program may be right for you" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $7 million |
| Individual clients | 12 |
| Accounts managed | 27 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | June 10, 2026 |
| SEC record | CRD 142122 |