Manuel Apolonio
Hanke & Apolonio Wealth Advisors · San Francisco, California
Manuel Apolonio is a fee-only financial advisor at Hanke & Apolonio Wealth Advisors in San Francisco, California, who holds the CFP credential. Manuel focuses on equity compensation, retirement planning and sustainable & impact investing. Hanke & Apolonio Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Hanke & Apolonio Wealth Advisors |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Languages | Portuguese, Spanish, German |
| Accepting new clients | Yes |
| Assets under management | $167.3M across 313 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5770968 |
| Exams passed | Series 66 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.haawealth.com |
| Profile |
How Manuel's firm compares
- Hanke & Apolonio Wealth Advisors's average account is about $534,000, from its Form ADV (assets managed divided by 313 accounts).
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Questions about Manuel
Is Manuel Apolonio a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Manuel holds no broker registration, and Hanke & Apolonio Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Manuel charge for financial advice?
Manuel's firm, Hanke & Apolonio Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Manuel work with clients virtually?
Yes. Hanke & Apolonio Wealth Advisors says on its website that it works with clients remotely.
What languages does Manuel work in?
Besides English, Hanke & Apolonio Wealth Advisors offers service in Portuguese, Spanish and German, according to its website.
Where is Manuel Apolonio based?
Manuel Apolonio is based in San Francisco, California.
What does Manuel specialize in?
Manuel's specialties include equity compensation, retirement planning and sustainable & impact investing. Manuel works with retirees.
What credentials does Manuel Apolonio hold?
Manuel Apolonio holds the CFP credential.
Is Manuel Apolonio registered with the SEC?
Yes. Manuel Apolonio is registered as an investment adviser representative in CA and TX (CRD 5770968), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hanke & Apolonio Wealth Advisors manage?
Hanke & Apolonio Wealth Advisors reports $167.3M across 313 accounts in assets under management.
How do I contact Manuel Apolonio?
Through Manuel's website, www.haawealth.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
- Hanke & Apolonio Wealth Advisors 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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