Scott Hackl
Stonehaven Wealth & Tax Solutions · Appleton, Wisconsin
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.
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Facts
| Firm | Stonehaven Wealth & Tax Solutions |
|---|---|
| Based in | Appleton, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $168.2M across 832 accounts |
| SEC registration | Investment adviser representative in WI · CRD 7259598 |
| Exams passed | Series 66 (2020) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.stonehavenwealth.com |
| Profile |
How Scott's firm compares
- Stonehaven Wealth & Tax Solutions's average account is about $202,000, from its Form ADV (assets managed divided by 832 accounts).
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Questions about Scott
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.
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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