Tillman Hartley LLC

Tillman Hartley LLC is a Registered Investment Advisor specializing in providing personalized financial planning and investment management services. Established in March 2025, the firm offers a legacy wrap fee program where clients receive investment advisory services and transaction execution for a single fee. The firm manages advisory accounts on a discretionary basis, tailoring investment strategies to meet clients' needs. Clients have the option to set limitations on investing in certain securities and can provide standing instructions. Tillman Hartley charges fees quarterly based on assets under management, with an annual rate typically between 0.35% and 1%. The firm requires a minimum of $1,000,000 in investable assets for most clients, with a higher minimum of $40,000,000 for Family Board of Directors™ clients. The firm's investment philosophy is based on Modern Portfolio Theory, emphasizing diversification, long-term investing, and asset allocation. Tillman Hartley does not charge performance-based fees and does not engage in directed brokerage. The firm's Code of Ethics ensures that employees act in clients' best interests and mitigate conflicts of interest. Clients receive quarterly account statements from the custodian and have the right to request reviews at any time. Tillman Hartley does not accept referral fees and maintains transparency in its financial activities and affiliations.