Hart Financial Group

What Hart Financial Group does

Hart Financial Group is a privately held financial advisory firm headquartered in Austin, Texas, founded in 1990. The firm operates as a consulting group within the Hightower Advisors national network of SEC-registered investment advisers, with securities execution routed through Hightower Securities, LLC (Member FINRA/SIPC). Its service portfolio spans the core wealth management disciplines of asset management, risk management, behavioral finance, and tax planning, augmented by estate planning, business and executive planning, and additional advisory solutions for high-net-worth clients.

The target client base is narrowly defined: founders and entrepreneurs, corporate executives, high-net-worth families, medical and dental professionals, business owners, and attorneys and CPAs. Distribution is relationship-driven through direct advisor engagement, supported by the MyWealthPortal client portal for ongoing account access and communication. Marketing channels are limited to a content-oriented website, professional referrals, and the Hightower national network; there is no mass-market or self-serve acquisition motion.

The business model is recurring fee-based wealth management, with pricing set per engagement (typically AUM-based, flat-fee, or hourly depending on scope) and billed annually. Core technology is undisclosed, no AI/ML capabilities are referenced, and the firm has 1-10 employees with no disclosed funding events beyond its 2020 alignment with Hightower Advisors. The operational footprint is regional, serving Austin-area HNW clients and similar personas reachable through network referrals.

Name

Hart Financial Group

Legal name

Hightower Advisors, LLC

Website

https://hfgaustin.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

1–10 employees

Short description

Hart Financial Group is a privately held, Austin-based wealth management advisory firm founded in 1990, operating within the Hightower Advisors national RIA network. It provides asset management, estate planning, tax, and behavioral finance services to high-net-worth founders, executives, families, and business owners.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Business Owner & Executive Financial Planning (FSAEAAAO), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Family Business & Succession Advisory (FSAAADAL)

Keywords

• Wealth management services
• Asset management advisory
• Estate planning services
• Financial consulting advice
• Risk management planning

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Wealth Management Advisory Fees: Revenue is generated through wealth management advisory services, likely including asset management fees, financial planning fees, and consulting fees. The firm is part of Hightower Advisors, LLC, an SEC registered investment adviser, with securities offered through Hightower Securities, LLC (Member FINRA/SIPC).

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Hart Financial Group is a wealth management consulting firm founded in 1990, providing asset management, risk management, behavioral finance, and tax planning strategies to high-net-worth individuals. The firm delivers services across six practice areas: Consulting & Advice, Estate Planning, Asset Management, Business & Executive Planning, Risk Management, and Additional Solutions, operating as part of the Hightower Advisors SEC-registered network.

Product overview

The source data does not contain information about Hart Financial Group. The provided source material describes Hightower Austin, a consulting group specializing in wealth management disciplines including asset management, risk management, behavioral finance, and tax planning strategies, founded in 1990.

Differentiator

Problem solved

Functional benefit

Products and services

• Consulting & Advice Personalized financial consulting and advisory services for high-net-worth individuals, families, business owners, and corporate executives. The service delivers thoughtful ideas to solve problems, reduce financial stress, and simplify clients' financial lives through proactive problem identification.
• Estate Planning Estate planning services for high-net-worth families focused on multi-generational wealth transfer, estate tax mitigation, trust management, family governance, and philanthropic planning.
• Asset Management Investment and asset management services for high-net-worth clients, delivered through disciplined portfolio management integrated with broader financial planning, risk management, and behavioral finance considerations.
• Business & Executive Planning Specialized planning services for business owners, founders, and corporate executives covering exit strategy, succession planning, business valuation optimization, executive compensation planning, equity compensation management, and deal structure advisory.
• Risk Management Risk management services integrated with investment and wealth management to identify, measure, and mitigate financial risks for high-net-worth individuals, families, and business owners.
• Additional Solutions Supplementary financial solutions offered alongside core wealth management services to address specialized client needs not covered by the primary practice areas.
• Financial Services Comprehensive financial services encompassing the firm's complete suite of wealth management capabilities for high-net-worth individuals and families in the Austin, Texas market.

Named customers6 records

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• Hightower Advisors, LLCcoreStrategic or Co-development PartnerHightower Austin operates as a consulting group under Hightower Advisors, LLC, an SEC registered investment adviser. This partnership provides regulatory infrastructure, brand platform, compliance support, and access to national resources while allowing the Austin team to maintain local client relationships and autonomous decision-making.
• Hightower Securities, LLCcoreStrategic or Co-development PartnerSecurities services for Hightower Austin clients are offered through Hightower Securities, LLC, a Member of FINRA (Financial Industry Regulatory Authority) and SIPC (Securities Investor Protection Corporation). This partnership provides brokerage infrastructure and investor protection for securities transactions.
• FINRAminorOthersFinancial Industry Regulatory Authority - Hightower Securities is a member, providing regulatory oversight and investor protection framework.
• SIPCminorOthersSecurities Investor Protection Corporation - Hightower Securities is a member, providing investor protection up to $500,000 for securities and cash held at the firm.

Scale indicators2 records

Recent moves1 record

Expansion highlights3 records

Broad incumbents

• Hightower Advisors: Hightower Advisors is the national RIA parent network of which Hightower Austin is a consulting group. It is comparable as the parent platform providing SEC RIA registration, compliance, and broker-dealer access, while Hightower Austin is a local practice within that broader platform.
• Mercer Advisors: Mercer Advisors is a large national RIA serving HNW clients across retirement, tax, estate, and investment planning. Comparable to Hightower Austin as a multi-service wealth advisory practice, though operating at significantly greater scale and broader geographic reach.
• Mariner Wealth Advisors: Mariner Wealth Advisors is a national RIA providing comprehensive wealth planning, tax, estate, and investment management to HNW individuals and families. Comparable in service breadth and HNW focus, though materially larger and multi-region.
• Edelman Financial Engines: Edelman Financial Engines is a large national RIA offering wealth planning, investment management, and financial planning across the mass-affluent and HNW spectrum. Comparable in holistic financial planning focus, though operating at far greater scale through a hybrid digital-plus-advisor model.
• Fisher Investments: Fisher Investments is a large RIA managing portfolios primarily for HNW individuals and institutions. Comparable to Hightower Austin in serving HNW clients with discretionary investment management, though at substantially greater scale.
• Charles Schwab Wealth Advisory: Schwab Wealth Advisory is the in-house advisory offering from Charles Schwab serving HNW clients with dedicated advisors and portfolio management. Comparable as a wealth advisory competitor to Hightower Austin's HNW client base, with strong brand and lower-cost positioning.

Direct peers

• Bessemer Trust: Bessemer Trust is a specialized wealth management and investment firm serving ultra-high-net-worth families across generations. Comparable to Hightower Austin in its multi-generational wealth, estate planning, and family-office-style advisory focus, though focused on a higher UHNW segment.
• Abbot Downing: Abbot Downing provides wealth planning, investment management, trust services, and family office solutions to HNW and UHNW clients. Directly comparable to Hightower Austin in serving founders, executives, and multi-generational families with holistic wealth services.
• Bernstein Private Wealth Management: AllianceBernstein's Bernstein Private Wealth Management serves HNW and UHNW individuals with comprehensive wealth planning and investment management. Comparable to Hightower Austin in its full-service advisor-led HNW advisory model and focus on multi-generational planning.

Emerging players

• Vanguard Personal Advisor Services: Vanguard Personal Advisor is a hybrid digital-plus-human advisory offering from Vanguard targeting mass-affluent and HNW clients. Comparable to Hightower Austin at the more price-sensitive end of its client spectrum, with a differentiated low-fee digital-first model that pressures traditional RIAs.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/hart-financial-group-atx

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hart Financial Group