Advisor at Hackett Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hackett Financial Group, LLC
Location
Wimberley, TX 78676
Credentials
Series 66
Industry experience
4 years
Erik Drewry is a financial advisor at Hackett Financial Group, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, LLC and Lodestar International LLC. Outside of advising, Drewry is involved in technology research and development through Neutron & Carbon Technologies and owns 8fold Ventures LLC, a private placement business. Hackett Financial Group provides portfolio management and financial planning to individual clients, trusts, estates, corporations, and banking institutions. The firm emphasizes a globally diversified, asset-allocation approach using low-cost ETFs and alternatives, combining discretionary asset management with tax preparation and insurance product offerings.
Based on Hackett Financial Group, LLC
Based on Hackett Financial Group, LLC
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $3,000,000: 0.50% $3,000,001+: 0.25%
$250 per hour for financial planning services
840 East Summit Drive
Wimberley, TX 78676
Texas
Trio Finance Longview, LLC
2024 - Present (2 years)
Trio Advisors Longview LLC
2024 - Present (2 years)
Hackett Financial Group LLC
2022 - Present (4 years)
UNEMPLOYED
2022 - 2022 (1 year)
Ameriprise
2021 - 2022 (1 year)
Unemployed
2021 - 2021 (1 year)
Lodestar International LLC
2013 - 2020 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Dripping Springs, TX
Synergos Capital Management
CFP®, Series 63, Series 65
Dripping Springs, TX
Financial Strategies, Inc
Series 63
Wimberley, TX
Arrowhead Asset Management
Series 63, Series 65
Martindale, TX
PCK Investments
Series 65
San Marcos, TX
Annualitix
CFP®, Series 66
Dripping Springs, TX
JPL Wealth Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")