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Michael W Hart

Investment adviser representative at Adviceonly
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

HourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning

Experience

12 years in the industry.

  1. AdviceonlyMar 2025 to now
  2. Advice OnlyMar 2025 to now
  3. Brookstone Capital ManagementMar 2022 to Feb 2025
  4. Franklin Retirement SolutionsNov 2019 to Feb 2025
  5. Tfg Wealth ManagementAug 2019 to Oct 2019
  6. TD BankJan 2016 to Jul 2019
  7. Wawa Food StoredJul 2014 to Dec 2016

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 2 states (CA, NJ).

Adviceonly

Legal name: Advice Only, Pbc

$0Assets managed
0Clients
5Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6491261
Firm CRD
334039
Advisor's SEC record (opens in a new tab)
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