Hartman Financial Planning fees and pricing
Financial planner in Santa Clarita, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 10, 2026, Hartman Financial Planning charges $165-$275 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $165-$275/hr
“In general, fees for financial planning and investment advisory services range from $165 to $275 per hour, depending on the complexity of the case.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hartman Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Hourly fees are billed in six (6) minute increments.”
- “Projects spanning more than three months will be billed quarterly.”
- “Fees are not collected for services to be provided more than 6 months in advance.”
How Hartman Financial Planning’s fees compare
- Its hourly rate of $165-$275 is below the California median of $300. 16% of the 932 other California planners that publish an hourly rate charge less.
About Hartman Financial Planning
“Options Trading & Education, LLC) provides feeonly, hourly, as-needed financial planning and investment advisory services to individuals and families from all walks of life. The primary function of Hartman Financial Planning is providing financial planning services to individuals.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2006 (20 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Social Security
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 12
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, market timing, and educational seminars and workshops
- Assets managed
- $7,300,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 142122
- Phone
- (888) 367-8466
Other planners in Santa Clarita that publish fees
- Larson, Orlan BlaineSanta Clarita$1-$20,000/yr
- Vance WealthSanta Clarita$6,000-$60,000
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
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.