Chad Lee Hartman
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $150 to $400 per hour or are fixed, ranging from $100 to $15,000. The exact fee depends on the IAR, scope, and complexity. Asset management services are also offered, with fees varying by IAR and platform. Lower fees for comparable services may be available elsewhere.
Areas of Practice
Advisor Information
Office location
Olathe, KS
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Chad works as an investment advisor at Hartman Financial, dedicating about 10-20% of his time to this role. He also serves as the Chief Operating Officer at LTA Manufacturing, overseeing operating activities for a truck accessory business, which takes more than full-time hours.