Hartwell & Company fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$500/hr

“The negotiated hourly fee for these services is between $300 and $500.”

Flat or project fee

$500⁠-⁠$7,500

“The negotiated fixed rate for creating client financial plans is between $500 and $7,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Hartwell & Company bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients may terminate the agreement without penalty for a full refund of HWML's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of HWML’s fees, within five business days of signing the Financial Planning Agreement.”
• “Fixed financial planning fees are paid in arrears upon completion.”

How Hartwell & Company’s fees compare

• Its hourly rate of $300-$500 is above the Michigan median of $250. 85% of the 170 other Michigan planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$7,500 spans the Michigan median of $3,250. 57% of the 137 other Michigan planners that publish a flat or project fee charge less.

About Hartwell & Company

• Firm size: 4 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2022 (4 years).

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

1.4% a year

Clients

149

Employees

4

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$54,845,174

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

322723

Website

hartwellcompany.com (opens in new tab)

Phone

(269) 983-2212

Can advise clients in 2 states: Colorado, Michigan

Other planners in Michigan that publish fees

• 320 Life Financial PlanningHolland$250/hr
• 46 and 2 Investment Advisors, LLCTraverse City$200/hr
• 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
• Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
• Advisory Advocates LLCGrand Rapids$250⁠-⁠$1,500

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