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Hardy Financial Planning
HARDY FINANCIAL PLANNING is a state-registered investment adviser in ANN ARBOR, MI. The firm manages $15 million in regulatory assets, $10 million on a...
Overview
HARDY FINANCIAL PLANNING is a state-registered investment adviser in ANN ARBOR, MI. The firm manages $15 million in regulatory assets, $10 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Frequently asked questions
Is Hardy Financial Planning a fiduciary?
As a registered investment advisor, Hardy Financial Planning operates under a fiduciary standard when managing client assets, legally obligating it to act in its clients' best interests. The firm describes itself as fee-only, which eliminates commission-based conflicts of interest in product selection. This structure is typical of independent RIAs that seek to align their compensation directly with the performance and growth of client portfolios.
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