Milo Hanke
Hanke & Apolonio Wealth Advisors · San Francisco, California
Milo Hanke is a fee-only financial advisor at Hanke & Apolonio Wealth Advisors in San Francisco, California, who holds the CFP credential. Milo 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.
Request an introduction to Milo →
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 1221718 |
| Exams passed | Series 63 (1989) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.haawealth.com |
| Profile |
How Milo's firm compares
- Hanke & Apolonio Wealth Advisors's average account is about $534,000, from its Form ADV (assets managed divided by 313 accounts).
Request an introduction to Milo
Tell Milo a little about what you're looking for. Milo 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 Milo
Is Milo Hanke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Milo 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 Milo charge for financial advice?
Milo's firm, Hanke & Apolonio Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Milo work with clients virtually?
Yes. Hanke & Apolonio Wealth Advisors says on its website that it works with clients remotely.
What languages does Milo work in?
Besides English, Hanke & Apolonio Wealth Advisors offers service in Portuguese, Spanish and German, according to its website.
Where is Milo Hanke based?
Milo Hanke is based in San Francisco, California.
What does Milo specialize in?
Milo's specialties include equity compensation, retirement planning and sustainable & impact investing. Milo works with retirees.
What credentials does Milo Hanke hold?
Milo Hanke holds the CFP credential.
Is Milo Hanke registered with the SEC?
Yes. Milo Hanke is registered as an investment adviser representative in CA and TX (CRD 1221718), 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 Milo Hanke?
Through Milo'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.
See something wrong? Request a correction. Read our methodology.