HARTING FINANCIAL, LLC

Overview

Harting Financial, LLC operates as a small, owner-run advisory boutique focused on fee-for-service financial planning rather than asset-management relationships. The firm is structured as a limited liability company with an individual owner and reports serving an institutional client base, but it does not act as a capital allocator. Harting Financial charges fixed fees and hourly fees, which signals a planning- and advice-first model instead of relying on asset-based revenue. Investment activity centers on recommending and allocating to external managers across multiple alternative strategies rather than sponsoring or managing proprietary funds. The firm is not an active ESG investor and does not present itself as a multi-state adviser. Advisory activities are scoped to financial planning services, with allocations handled via third-party managers and standard pooled products when appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices