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Hannegan Wealth Management LLC

Edgewood, Kentucky

Fee-only

Hannegan Wealth Management LLC at a glance

  • One of 65 fee-only firms based in Kentucky in the Wellspent graph.
  • 1 advisor is listed here, who holds the CFP.
  • Its Form ADV reports 1 employee and 8 individual clients.
  • Its average account is about $105,000 (assets it manages divided by its 17 accounts).

Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky

Facts

Based inEdgewood, Kentucky
Websitehanneganwm.com
Email[email protected]
Phone(859) 993-7600

Questions about Hannegan Wealth Management LLC

How many advisors does Hannegan Wealth Management LLC have in the Wellspent public graph?

The Wellspent public graph lists 1 advisor at Hannegan Wealth Management LLC.

What is the average account at Hannegan Wealth Management LLC?

Hannegan Wealth Management LLC's average account is about $105,000. That's the assets on its Form ADV divided by its 17 accounts.

Hannegan Wealth Management LLC fees

Hannegan Wealth Management LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Hourly · Fixed fees
Assets managed$2 million
Individual clients8
Accounts managed17
Employees1
Planning clients1-10
Financial planningOffered
Form ADV filedMarch 31, 2026
SEC recordCRD 312062

Advisors at this firm (1)

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