Hannah Vickery
AssetBuilder · Allen, Texas
Hannah Vickery is a fee-only financial advisor at AssetBuilder in Allen, Texas. Hannah charges a percentage of assets, a flat fee or retainer and hourly fees and focuses on retirement planning, estate & legacy planning and tax planning.
Request an introduction to Hannah →
Specialties
Facts
| Firm | AssetBuilder |
|---|---|
| Based in | Allen, Texas |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly |
| Assets under management | $812.7M across 1,665 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7366136 |
| Exams passed | Series 65 (2021) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | assetbuilder.com |
How Hannah's firm compares
- AssetBuilder's average account is about $488,000, from its Form ADV (assets managed divided by 1,665 accounts).
Request an introduction to Hannah
Tell Hannah a little about what you're looking for. Hannah 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 Hannah
Is Hannah Vickery a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hannah holds no broker registration, and AssetBuilder 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 charges a percentage of assets, a flat fee or retainer and hourly fees.
Where is Hannah Vickery based?
Hannah Vickery is based in Allen, Texas.
What does Hannah specialize in?
Hannah's specialties include retirement planning, estate & legacy planning and tax planning.
Is Hannah Vickery registered with the SEC?
Yes. Hannah Vickery is registered as an investment adviser representative in TX (CRD 7366136), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AssetBuilder manage?
AssetBuilder reports $812.7M across 1,665 accounts in assets under management.
How do I contact Hannah Vickery?
Through Hannah's website, assetbuilder.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Allen
Other advisors in Texas who focus on retirement planning
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
- AssetBuilder 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.