Hart Investment Management, LLC fees and pricing
Financial planner in Camas, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 24, 2026, Hart Investment Management, LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Should a Client with less than $250,000 of combined Assets Under Management and/or Assets Under Advisement be accepted, the Client will be billed in arrears based upon hours worked at the rate of $300 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hart Investment Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from Client accounts or Clients may choose to pay by check or electronic funds transfer.”
- “Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the 7 number of days the account was open in the billing period.”
- “An account may be terminated with verbal or written notice at least 30 calendar days in advance.”
How Hart Investment Management, LLC’s fees compare
- Its hourly rate of $300 matches the Washington median of $300. 50% of the 216 other Washington planners that publish an hourly rate charge less.
- 3 of the 7 other planners in Camas that publish an hourly rate charge less.
About Hart Investment Management, LLC
- Principal: Ryan Hart
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2020 (6 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.45% a year
- Clients
- 6
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $16,375,190
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 309661
- Phone
- (858) 633-3446
Other planners in Camas that publish fees
- Barker Wealth Management, LLCCamas$250/hr
- Beacon Rock Wealth AdvisorsCamas$150-$350/hr
- Csla Financial IncCamas$200/hr, $1,000
- Para Wealth Advisors, Inc.Camas$450/hr
- Short Put YieldCamas$400/hr, $500
- Vita Planning Group LLCCamas$350/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.