George Hasbun
Clifford Swan · Pasadena, California
George Hasbun is a fee-only financial advisor at Clifford Swan in Pasadena, California, who holds the CFP credential. George focuses on retirement planning, estate & legacy planning and family wealth transfer. Clifford Swan reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to George →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Clifford Swan |
|---|---|
| Based in | Pasadena, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.48B across 2,598 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CO, FL, NV, OR · CRD 4366287 |
| Exams passed | Series 63 (2001) · Series 65 (2017) |
| Firm size | 40 employees |
| Disclosures | None reported |
| Website | www.cliffordswan.com |
Request an introduction to George
Tell George a little about what you're looking for. George isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about George
Is George Hasbun a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Clifford Swan reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George's firm, Clifford Swan, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is George Hasbun based?
George Hasbun is based in Pasadena, California.
What does George specialize in?
George's specialties include retirement planning, estate & legacy planning and family wealth transfer. George works with multi-generational families.
What credentials does George Hasbun hold?
George Hasbun holds the CFP credential.
Is George Hasbun registered with the SEC?
Yes. George Hasbun is registered as an investment adviser representative in CA, CO, FL, NV and OR (CRD 4366287), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clifford Swan manage?
Clifford Swan reports $4.48B across 2,598 accounts in assets under management.
How do I contact George Hasbun?
Through George's website, www.cliffordswan.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
- Clifford Swan website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.