HARDY FINANCIAL PLANNING

HARDY FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 145071). Regulatory assets under management: $15.0M.

Registration

• CRD: 145071
• Type: Registered investment adviser
• Phone: 734-678-0580
• Latest filing: 2026-01-03
• Regulatory AUM: $15.0M
• Discretionary AUM: $10.0M
• Non-discretionary AUM: $5.0M
• Clients: 1
• Accounts: 11

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145071 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search