# Scott Hackl

> Scott Hackl is a fee-only financial advisor at Stonehaven Wealth & Tax Solutions in Appleton, Wisconsin. Stonehaven Wealth & Tax Solutions reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/scott-hackl/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Stonehaven Wealth & Tax Solutions
- **Based in:** Appleton, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $168.2M across 832 accounts
- **CRD:** 7259598 (https://adviserinfo.sec.gov/individual/summary/7259598)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 66 (2020)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.stonehavenwealth.com

## Frequently asked questions

### Is Scott Hackl a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Stonehaven Wealth & Tax Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Scott charge for financial advice?

Scott's firm, Stonehaven Wealth & Tax Solutions, reports charging a percentage of assets on its SEC Form ADV.

### Where is Scott Hackl based?

Scott Hackl is based in Appleton, Wisconsin.

### Is Scott Hackl registered with the SEC?

Yes. Scott Hackl is registered as an investment adviser representative in WI (CRD 7259598), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Stonehaven Wealth & Tax Solutions manage?

Stonehaven Wealth & Tax Solutions reports $168.2M across 832 accounts in assets under management.

### How do I contact Scott Hackl?

Through Scott's website, www.stonehavenwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7259598): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.