HARTMAN FINANCIAL PLANNING

HARTMAN FINANCIAL PLANNING of SANTA CLARITA, CA is an SEC-registered investment adviser (CRD 142122). Regulatory assets under management: $7.3M.

Registration

• CRD: 142122
• Type: Registered investment adviser
• Location: 18723 VIA PRINCESSA, SANTA CLARITA, CA, 91387
• Phone: 888-367-8466
• Latest filing: 2026-06-10
• Regulatory AUM: $7.3M
• Discretionary AUM: $5.1M
• Non-discretionary AUM: $2.2M
• Clients: 1
• Accounts: 27

Business model

Compensation: Hourly, Fixed, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142122 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search