MH
CFP
MH
CFP

Michael Harding

24 Years of Experience
Westerville, OH

Michael Harding is a CFP-designated registered investment advisor at Harding Financial Group, based in Westerville, OH, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 97 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
97 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$160.2M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.60%
$1000K - $3.0M1.35%
$3M+1.10%

Advisory fees are sometimes negotiated based on a client’s individual circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

608 Office Parkway Suite A, Westerville, OH, 43082

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Harding Financial Group
August 2005 - Present · 20 yrs 8 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
January 2002 - August 2005 · 3 yrs 7 mos
State Registrations2 states
OHTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Harding - Financial Advisor | TrueAdvisor