# McDonald Hartman Wealth Advisors

> McDonald Hartman Wealth Advisors is a state-registered investment advisory firm in Santa Monica, CA, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 5, 2026.

- CRD: 316031
- Filed as: MCDONALD HARTMAN WEALTH ADVISORS
- Legal name: McDonald Hartman Financial Group Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Santa Monica, CA
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316031
- AdvisorCensus page: https://advisorcensus.com/firm/mcdonald-hartman-wealth-advisors-santa-monica-ca-316031

## Quick answers

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

**Where is McDonald Hartman Wealth Advisors located?**
McDonald Hartman Wealth Advisors' principal office is in Santa Monica, CA, according to its Form ADV.

**Is McDonald Hartman Wealth Advisors registered with the SEC or a state?**
McDonald Hartman Wealth Advisors is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 316031.

**How much does McDonald Hartman Wealth Advisors manage?**
McDonald Hartman Wealth Advisors reports $26,300,000 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (100% discretionary).

**What types of clients does McDonald Hartman Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (9).

**Does McDonald Hartman Wealth Advisors 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/316031

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $26,300,000
- Discretionary: $26,300,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $5,300,000 |
| High net worth individuals | 9 | $21,000,000 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @mcdonald-hartman-wealth-advisors
- LinkedIn @michaelmcdonaldhartman

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McDonald Hartman Wealth Advisors (CRD 316031): Form ADV filing data as of October 2026.