MaryLucy Bergeron
Hassell Wealth Management · Houma, Louisiana
MaryLucy Bergeron is a fee-only financial advisor at Hassell Wealth Management in Houma, Louisiana, who holds the CFP credential. Hassell Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Hassell Wealth Management |
|---|---|
| Based in | Houma, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $387.4M across 1,227 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA · CRD 7327160 |
| Exams passed | Series 65 (2022) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.hassellwealth.com |
How MaryLucy's firm compares
- Hassell Wealth Management's average account is about $316,000, from its Form ADV (assets managed divided by 1,227 accounts).
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Questions about MaryLucy
Is MaryLucy Bergeron a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: MaryLucy holds no broker registration, and Hassell Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does MaryLucy charge for financial advice?
MaryLucy's firm, Hassell Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is MaryLucy Bergeron based?
MaryLucy Bergeron is based in Houma, Louisiana.
What credentials does MaryLucy Bergeron hold?
MaryLucy Bergeron holds the CFP credential.
Is MaryLucy Bergeron registered with the SEC?
Yes. MaryLucy Bergeron is registered as an investment adviser representative in LA (CRD 7327160), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hassell Wealth Management manage?
Hassell Wealth Management reports $387.4M across 1,227 accounts in assets under management.
How do I contact MaryLucy Bergeron?
Through MaryLucy's website, www.hassellwealth.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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