# Hartmann Taylor Wealth Management, LLC

> Hartmann Taylor Wealth Management, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 310334
- Filed as: HARTMANN TAYLOR WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310334
- AdvisorCensus page: https://advisorcensus.com/firm/hartmann-taylor-wealth-management-llc-dallas-tx-310334

## Quick answers

**How is Hartmann Taylor Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hartmann Taylor Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Hartmann Taylor Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated February 25, 2026 states: Hourly rate: $250 to $500 an hour (Financial Planning and Consulting); Flat fee: $1,000 to $10,000 (Financial Planning and Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Hartmann Taylor Wealth Management, LLC located?**
Hartmann Taylor Wealth Management, LLC's principal office is in Dallas, TX, according to its Form ADV; the March 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Hartmann Taylor Wealth Management, LLC registered with the SEC or a state?**
Hartmann Taylor Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310334.

**How much does Hartmann Taylor Wealth Management, LLC manage?**
Hartmann Taylor Wealth Management, LLC reports $254,594,875 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**How have Hartmann Taylor Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Hartmann Taylor Wealth Management, LLC: Regulatory assets under management: $108,425,360 in the October 2021 data and $254,594,875 in the October 2026 data, up 135%. Total employees: 1 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hartmann Taylor Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (54); individuals (other than high net worth individuals) (37); charitable organizations (3).

**Which custodians does Hartmann Taylor Wealth Management, LLC use?**
Hartmann Taylor Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Hartmann Taylor Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310334

**Does Hartmann Taylor Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 25, 2026 says: "We do not have a minimum account size for our asset management services."

**What changed in Hartmann Taylor Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $194,362,603 to $254,594,875 (+31%). Added an office in College Station, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Account minimum: None

> We do not have a minimum account size for our asset management services.

- Hourly rate: $250 to $500 an hour (Financial Planning and Consulting)

> Hourly $250 to $500 per hour

- Flat fee: $1,000 to $10,000 (Financial Planning and Consulting)

> Fixed Fee $1,000 - $10,000

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $254,594,875
- Discretionary: $254,594,875
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 37 | $14,098,108 |
| High net worth individuals | 54 | $236,370,253 |
| Charitable organizations | 3 | $3,993,912 |
| Corporations or other businesses not listed above | 2 | $132,602 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2020 (5 years)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Carrollton, TX
- College Station, TX
- Dallas, TX

### Websites listed on Form ADV (Item 1.I)
- hartmanntaylor.com
- Facebook @hartmanntaylor
- Instagram @hartmanntaylorwealth
- LinkedIn @hartmanntaylor
- X @hartmanntaylor1
- YouTube @hartmanntaylor

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $108,425,360 | 1 | June 9, 2021 |
| October 2022 | $129,154,854 | 1 | May 23, 2022 |
| October 2023 | $130,281,084 | 1 | March 21, 2023 |
| October 2024 | $164,943,976 | 1 | March 8, 2024 |
| October 2025 | $194,362,603 | 1 | June 4, 2025 |
| October 2026 | $254,594,875 | 5 | February 25, 2026 |

Regulatory assets under management: $108,425,360 in the October 2021 data and $254,594,875 in the October 2026 data, up 135%.
Total employees: 1 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $194,362,603 to $254,594,875 (+31%).
- Added an office in College Station, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hartmann Taylor Wealth Management, LLC (CRD 310334): Form ADV filing data as of October 2026.