Advisor at Hankinson Wealth Advisors 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
Hankinson Wealth Advisors LLC
Location
Greensboro, GA 30642
Credentials
CFP®, CFA®, PFS™, Series 63, Series 65
Industry experience
18 years
James Hankinson is a CFP®, CFA®, and PFS™ credentialed advisor with 18 years of industry experience. He is the sole advisor at Hankinson Wealth Advisors LLC in Greensboro, GA, where he has worked since 2018. Prior to that, he was with Hankinson Wealth Management, Inc. for over two decades. Hankinson also holds Series 63 and Series 65 licenses. Hankinson Wealth Advisors provides discretionary and non-discretionary wealth management services, combining ongoing financial planning and portfolio management for individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm emphasizes personalized asset allocation using mutual funds, ETFs, and individual securities, with continuous monitoring and rebalancing.
Based on Hankinson Wealth Advisors LLC
Annual fixed fee for Wealth Management services generally ranges between $20,000 and $100,000; Stand-alone financial planning fees generally range between $2,000 and $20,000
$0 - $5,000,000: 1.00% $5,000,001+: 0.50%
Minimum fee: $20,000 annual minimum fee for Wealth Management services
1041 Parkside Commons, Suite 103
Greensboro, GA 30642
Georgia · Louisiana · South Carolina · Texas
Hankinson Wealth Management, Inc.
2019 - Present (7 years)
Hankinson Wealth Advisors LLC
2018 - Present (8 years)
Hankinson Wealth Management, Inc.
1996 - 2019 (23 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:
Accountant / CPA / tax prep
They offer tax and accounting services, 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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 63, Series 66
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CFP®, Series 63, Series 65
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Series 66
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Series 63, Series 66
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The Foundation Investment Group
CFP®, Series 63
Madison, GA
Longview Wealth Management
Series 66
Madison, GA
Longview Wealth Management
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