Neil Hackman
Oak Financial Group · Stamford, Connecticut
Neil Hackman is a fee-only financial advisor at Oak Financial Group in Stamford, Connecticut. Oak Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Oak Financial Group |
|---|---|
| Based in | Stamford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $177.2M across 138 accounts |
| SEC registration | Investment adviser representative in CA, CT, FL, MD, NC, NH, NJ, NY, TX, VT · CRD 1104206 |
| Exams passed | Series 63 (1986) · Series 65 (1993) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.oakfingroup.com |
How Neil's firm compares
- Oak Financial Group's average account is about $1.3 million, from its Form ADV (assets managed divided by 138 accounts).
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Questions about Neil
Is Neil Hackman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Neil holds no broker registration, and Oak Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Neil charge for financial advice?
Neil's firm, Oak Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Neil Hackman based?
Neil Hackman is based in Stamford, Connecticut.
Is Neil Hackman registered with the SEC?
Yes. Neil Hackman is registered as an investment adviser representative in CA, CT, FL, MD, NC, NH, NJ, NY, TX and VT (CRD 1104206), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oak Financial Group manage?
Oak Financial Group reports $177.2M across 138 accounts in assets under management.
How do I contact Neil Hackman?
Through Neil's website, www.oakfingroup.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
- Oak Financial Group 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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