Mcdonald Hartman Wealth Advisors

Overview

Mcdonald Hartman Wealth Advisors is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model includes a percentage-of-AUM option alongside hourly and fixed-fee arrangements, reflecting flexibility for fee-only and hybrid engagements. The firm does not position itself as a multi-state adviser, a pension consultant, or an institutional capital allocator, and it is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives