Firm
Hassell Wealth Management
Metairie, Louisiana
Fee-only
Hassell Wealth Management at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 5 advisors are listed here; 4 of 5 hold the CFP.
- Its Form ADV reports 9 employees and 414 individual clients, 94 of them high net worth.
- Its average account is about $316,000 (assets it manages divided by its 1,227 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Facts
| Based in | Metairie, Louisiana |
|---|---|
| Website | hassellwealth.com |
| [email protected] | |
| Phone | (985) 868-9881 |
Hassell Wealth Management fees
Hassell Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, ongoing planning fee. 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 by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $387 million |
| Individual clients | 320 |
| High-net-worth clients | 94 |
| Accounts managed | 1,227 |
| Employees | 9 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-114012) |
| Financial planning | Offered |
| Form ADV filed | October 2, 2026 |
| SEC record | CRD 297892 |