Conner Hartmann, CFP®

Conner Hartmann, CFP®

Financial Advisor – Partner

I hold a degree in Economics from Duke University and studied at the College for Financial Planning prior to becoming a CERTIFIED FINANCIAL PLANNER professional. I guest lecture at the University of Puget Sound on behavioral finance and financial planning, and have taken advanced planning coursework on investments, estates, insurance, retirement, taxes, education, and employee benefits. Specialties include

  • Advising high net worth families across their entire financial life
  • Tax-efficiency planning
  • Stock plans, restricted stock, and employer stock options
  • Washington state retirement system and pension analysis

Besides providing financial advice, wrestling has long been part of my identity. While at Duke, I was captain of the varsity wrestling team and a three-time All-American. I was even televised nationwide on ESPN prime time for the national semifinals. Fair disclaimer: I lost! I continue to coach at South Kitsap High School.

I enjoy Crossfit and Spartan Races with my lovely wife, Brooke, who I met in 5th grade when we both lived in the same little neighborhood in Olalla. Family is important to me—most Sundays you will find us visiting both sides of our family. We have a beautiful baby girl named Belle. I am a proud Rotarian and past president of the South Kitsap Rotary board, previously served as treasurer for the Gig Harbor Young Professionals, and have volunteered for the Duke Alumni Association.

Fees: Generally speaking, for investments managed my fee is 0.7%–1.25% a year.* For hourly planning work, my fee is $350/hour. Most financial plans cost $2,200-$8,000.