# Hark Financial Planning

> Hark Financial Planning is a state-registered investment advisory firm, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 324693
- Filed as: HARK FINANCIAL PLANNING
- Legal name: Hark Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324693
- AdvisorCensus page: https://advisorcensus.com/firm/hark-financial-planning-324693

## Quick answers

**How is Hark Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Hark Financial Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Hark Financial Planning registered with the SEC or a state?**
Hark Financial Planning is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324693.

**How much does Hark Financial Planning manage?**
Hark Financial Planning reports $25,725,781 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**What types of clients does Hark Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (8).

**Does Hark Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324693

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $25,725,781
- Discretionary: $25,725,781
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $5,368,778 |
| High net worth individuals | 8 | $20,357,003 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- harkfp.com
- Facebook @harkfp
- Instagram @harkfp
- LinkedIn @harkfp
- LinkedIn @ericscruggs
- X @ericscruggs
- YouTube @UCOjVyN6swWDQ71aLgx4WEfw

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hark Financial Planning (CRD 324693): Form ADV filing data as of October 2026.