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Advisor

David Hackworthy

Isthmus Partners · Madison, Wisconsin

David Hackworthy is a fee-only financial advisor at Isthmus Partners in Madison, Wisconsin. Isthmus Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmIsthmus Partners
Based in Madison, Wisconsin
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$1.44B across 1,894 accounts
SEC registration Investment adviser representative in TX · CRD 2109487
Exams passedSeries 63 (1995) · Series 65 (1993)
Firm size17 employees
Disclosures None reported
Websitewww.isthmuspartnersllc.com
LinkedInProfile

How David's firm compares

  • Isthmus Partners's average account is about $760,000, from its Form ADV (assets managed divided by 1,894 accounts).

What fee-only advisors charge in Wisconsin

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Questions about David

Is David Hackworthy a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Isthmus Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does David charge for financial advice?

David's firm, Isthmus Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is David Hackworthy based?

David Hackworthy is based in Madison, Wisconsin.

Is David Hackworthy registered with the SEC?

Yes. David Hackworthy is registered as an investment adviser representative in TX (CRD 2109487), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Isthmus Partners manage?

Isthmus Partners reports $1.44B across 1,894 accounts in assets under management.

How do I contact David Hackworthy?

Through David's website, www.isthmuspartnersllc.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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