# Hardy Financial Planning

Hardy Financial Planning is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** hardyfinancialplanning.com

## Regulatory record

- **CRD number:** 145071
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145071

## About

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.

## 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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- [Harding's Wealth Managers](https://altss.com/profile/hardings-wealth-managers-inc)
- [HARRIS | OAKMARK](https://altss.com/profile/harris-or-oakmark)

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Last updated: 2026-06-03T20:00:00.000Z

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