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Advisor

Hannah Fangmann

StackStone Wealth · Dubuque, Iowa

Hannah Fangmann is a fee-only financial advisor at StackStone Wealth in Dubuque, Iowa. Hannah focuses on tax planning and estate & legacy planning. StackStone Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only

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Specialties

Facts

FirmStackStone Wealth
Based in Dubuque, Iowa
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Works virtuallyYes
Accepting new clientsYes
Assets under management$1.49B across 7,944 accounts
SEC registration Investment adviser representative in IA · CRD 7746958
Exams passedSeries 66 (2025)
Firm size27 employees
Disclosures None reported
Websitestackstone-wealth.com

How Hannah's firm compares

  • StackStone Wealth's average account is about $188,000, from its Form ADV (assets managed divided by 7,944 accounts).

What fee-only advisors charge

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Questions about Hannah

Is Hannah Fangmann a fee-only financial advisor?

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

How does Hannah charge for financial advice?

Hannah's firm, StackStone Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Does Hannah work with clients virtually?

Yes. StackStone Wealth says on its website that it works with clients remotely.

Where is Hannah Fangmann based?

Hannah Fangmann is based in Dubuque, Iowa.

What does Hannah specialize in?

Hannah's specialties include tax planning and estate & legacy planning.

Is Hannah Fangmann registered with the SEC?

Yes. Hannah Fangmann is registered as an investment adviser representative in IA (CRD 7746958), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does StackStone Wealth manage?

StackStone Wealth reports $1.49B across 7,944 accounts in assets under management.

How do I contact Hannah Fangmann?

Through Hannah's website, stackstone-wealth.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
  • StackStone Wealth 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.

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