Bradley Hartman is a registered investment advisor at Hartman Financial Planning, based in Santa Clarita, CA, with 18 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8 clients with $5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hartman Financial Planning provides portfolio management services for a flat fee or a percentage of the value of your portfolio. The purpose of this service is to invest your portfolio to achieve agreed-upon goals. For accounts managed on a non-discretionary basis, proposed investments are discussed with you for approval. Discretionary accounts are managed according to an Investment Policy Statement. The fee may exceed 1% for small portfolios.
Location
18723 Via Princessa #1122, Santa Clarita, CA, 91387
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Hartman Financial Planning
State Registrations1 state
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.