Stephen Hassell
Hassell Wealth Management · Metairie, Louisiana
Stephen Hassell is a fee-only financial advisor at Hassell Wealth Management in Metairie, Louisiana, who holds the CFP credential. Stephen charges a percentage of assets and an ongoing planning fee and focuses on retirement planning and small business owners.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Founders
Facts
| Firm | Hassell Wealth Management |
|---|---|
| Based in | Metairie, Louisiana |
| Fee model | Percentage of assets · Ongoing planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $387.4M across 1,227 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TX · CRD 5483545 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | hassellwealth.com |
| Profile |
How Stephen'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 Stephen
Is Stephen Hassell a fee-only financial advisor?
Yes. Stephen Hassell is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Stephen's firm.
How does Stephen charge for financial advice?
Stephen charges a percentage of assets and an ongoing planning fee.
Does Stephen work with clients virtually?
Yes. Hassell Wealth Management says on its website that it works with clients remotely.
Where is Stephen Hassell based?
Stephen Hassell is based in Metairie, Louisiana.
What does Stephen specialize in?
Stephen's specialties include retirement planning and small business owners. Stephen works with pre-retirees, retirees and founders.
What credentials does Stephen Hassell hold?
Stephen Hassell holds the CFP credential.
Is Stephen Hassell registered with the SEC?
Yes. Stephen Hassell is registered as an investment adviser representative in LA and TX (CRD 5483545), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Stephen Hassell?
Through Stephen's website, hassellwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Hassell Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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