Hartman Wanzor McNamara

What Hartman Wanzor McNamara does

Hartman Wanzor McNamara is a Texas-based tax advisory and accounting services firm founded in 2014, operating within the Prime Capital Financial ecosystem under the service line Prime Capital Tax Advisory. The firm provides strategic tax planning, federal and state tax return preparation, mergers and acquisitions tax analysis, corporate formation and reorganization, business valuation, audit defense, and outsourced back-office accounting services (bookkeeping, payroll tax, W-2/1099 processing, QuickBooks setup). It complements Prime Capital's wealth management, family office, retirement plan consulting, and financial wellness offerings, delivering integrated tax, wealth, and operational services to a shared client base. Its underlying technology is non-proprietary: services are delivered through advisor-led engagements supported by standard third-party platforms (Addepar, eMoney, Orion) and custodian portals (Fidelity, Schwab, American Funds, Goldman Sachs).

The firm serves five customer segments — high-net-worth individuals and families, business owners, plan sponsors, plan participants, and other advisory firms — with the HNW and business owner segments described as primary. The go-to-market is relationship-based and sales-led, relying on direct advisor consultation, website lead capture, advisor network referrals, and industry events such as the Qualified Plan Fiduciary Summit. Pricing is quote-based rather than tiered, consistent with bespoke advisory engagements. Advisory services are licensed across 25 U.S. states, with operational presence in Fort Worth, TX and Overland Park, KS. Revenue is generated through professional advisory fees, with no product sales or self-service distribution. The firm has earned Barron's Top 100 RIA Firms recognition in four consecutive years (2022-2025) and KC Business Journal Top Fee-Based Investment Advisors recognition in three consecutive years (2022-2024), but no revenue, headcount, AUA, funding, or ownership data is publicly disclosed.

Name

Hartman Wanzor McNamara

Legal name

Hartman Wanzor McNamara

Website

https://hwmllp.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Hartman Wanzor McNamara is a Texas-based tax advisory firm operating within the Prime Capital Financial ecosystem, providing strategic tax planning, accounting, and family office services to high-net-worth individuals and business owners across 25 U.S. states via bespoke advisor-led engagements.

Ownership category

akta.pro rank

Product category

Tax Advisory and Financial Planning Services

NAICS

Offices of Certified Public Accountants (541211), Portfolio Management and Investment Advice (523940), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Other Accounting Services (541219)

SIC

Investment Advice (6282), Services-Engineering, Accounting, Research, Management (8700)

akta.pro industry

PRIMARYFSAAACAD

Tax-Focused Wealth Management RIAs

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

SECONDARYFSAEABAJ

Tax-Aware Retirement & Estate Coordination

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

SECONDARYBPAHABAF

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

SECONDARYFSAEAAAO

Business Owner & Executive Financial Planning

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

Keywords

• Tax advisory services
• Business accounting services
• Wealth preservation planning
• Family office services
• Business valuation services

Headquarters

HQ city

Fort Worth

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Advisory Services: Professional tax advisory and planning services offered to individuals and businesses. Revenue generated through advisory fees for strategic tax planning, tax return preparation, and ongoing consulting engagements.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Hartman Wanzor McNamara delivers professional tax advisory, business accounting, and operational efficiency services for individuals and companies. Operating as the Texas-based tax arm of Prime Capital Tax Advisory (a division of Prime Capital Investment Advisors, LLC), the firm provides strategic income tax planning, federal and state return preparation, mergers and acquisitions analysis, corporate formation, and back-office management services including bookkeeping, payroll, and reconciliation support. The firm combines tax expertise with family office, business valuation, and life strategy planning capabilities.

Product overview

Hartman Wanzor McNamara operates under Prime Capital Tax Advisory, offering a unified professional tax advisory and accounting services platform. The core offering is the Tax Advisory service, supported by complementary modules including Backoffice Management Support Services (outsourced staffing, bookkeeping, payroll processing), Strategic Tax Planning, Family Office Services, Business Valuation Services, and Life Strategy Planning. The service portfolio is designed to serve as an extension of clients' teams, providing adaptable and strategic support for complex financial and tax needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Prime Capital Tax Advisory
• Backoffice Management Support Services Outsourced administrative services including bookkeeping, data management, bank reconciliation, accounts payable/receivable, payroll tax processing, W-2 and 1099 processing, and QuickBooks setup and training.
• Strategic Tax Planning Income tax planning and overall wealth preservation strategies including federal and state tax research, tax method changes, tax opinions, and audit defense.
• Family Office Services Big-picture planning designed to protect, grow, and transition complex wealth, including entity design, investment alignment, and insurance integration.
• Business Valuation Services Professional business valuation services for succession planning, exit planning, and liquidity events.
• Life Strategy Planning Structures supporting broader vision and continuity of capital, values, and opportunity with emphasis on maintaining optionality and control.

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Partnerships

One partnership is on record.

• Prime Capital FinancialcoreStrategic or Co-development PartnerHartman Wanzor McNamara operates as part of the Prime Capital Financial ecosystem, providing tax advisory services alongside Prime Capital's wealth management, family office, retirement planning, and financial wellness offerings. The partnership enables integrated financial services delivery to shared clients.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Creative Planning: One of the largest U.S. RIAs offering integrated wealth management, tax, and estate planning to HNW individuals and business owners. Comparable in targeting HNW clients with a holistic tax-plus-investment offering, though at materially greater scale than HWM.
• Rockefeller Capital Management: Private wealth and asset management firm offering investment advisory, tax planning, and family office capabilities to HNW clients and business owners. Comparable positioning to HWM in integrated HNW advisory.
• Crowe LLP: Top-10 U.S. accounting and advisory firm providing tax, audit, business advisory, and wealth advisory services to mid-market businesses and HNW individuals. Comparable to HWM in providing integrated tax plus advisory services to business owners.
• Brown Brothers Harriman (Wealth Management): Private wealth management division of BBH offering integrated investment management, tax planning, and trust/estate services to HNW families. Comparable to HWM in multi-generational tax-and-wealth advisory for HNW clients.
• Plante Moran: Large U.S. accounting, tax, and wealth management firm serving private businesses, HNW individuals, and family enterprises with integrated advisory services. Overlaps HWM in tax planning, business accounting, and succession/exit planning for business owners.
• Mariner Wealth Advisors: National RIA providing wealth advisory, tax planning, estate services, and family office offerings to HNW clients and business owners. Overlaps HWM in integrated tax and wealth advisory for owners facing liquidity and succession events.

Direct peers

• Prime Capital Investment Advisors: Core strategic partner and parent ecosystem for Hartman Wanzor McNamara. Prime Capital delivers the wealth management, family office, and retirement plan consulting arm, while HWM provides the tax advisory line, making them operationally interlinked on shared HNW clients.
• Alliant Tax (formerly Andersen Tax): National tax and advisory firm serving individuals and businesses with complex tax planning, M&A, and entity structuring services. Direct overlap with HWM's core tax advisory, business valuation, and M&A analysis service modules.
• Bessemer Trust: Specialized multi-family office serving HNW and ultra-HNW families with integrated investment management, tax advisory, and family governance services. Highly comparable to HWM's family office and tax structuring modules for HNW clients.
• Glenmede: Independent wealth management firm offering investment advisory, trust, tax, and family office services to HNW families and endowments. Comparable to HWM in the integrated tax-plus-wealth delivery model for HNW households.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/hartman-wanzor-lp

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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 Hartman Wanzor McNamara