Hartley Advisors was founded by Ken Hartley, a family steward that retired at the age of 49 from a career in management consulting at IBM and PricewaterhouseCoopers. As part of his early retirement package, Ken received a large lump-sum of money that he needed to live on for the rest of his life. Up to this point he was a do-it-yourself investor with a lot of experience and success investing in the market. But, he felt it would be wise to work with a financial advisor to ensure he didn’t make any mistakes and outlive his nest egg. He interviewed several advisors at large companies but was shocked by their high fees, poor performance and conflicts of interest. This experience led Ken to start his own firm with the belief that independent, conflict-free and low-cost investment advice gives investors the most value, confidence and peace of mind.
Hartley Advisors is a Registered Investment Advisor that adheres to the fiduciary standard to hold your account to the highest care and always put your interests first. Your money will be held by a leading 3rd party custodian to safeguard your assets and provide a reassuring system of checks and balances. We also institute a simple and easy to understand fee structure with no hidden fees or surprises to worry about. Collectively, this gives you assurance that your money is managed prudently and in a secure, transparent environment.
For more information please view our Form ADV Part 2A.