Savanna Hankins
Advisor at Cwm, Llc
Updated today
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.
About
Savanna Hankins is a financial advisor at CWM, LLC with a Series 65 credential and several years of experience at multiple firms, including BMY Wealth Management Group and First Financial Bank. She has held roles in both financial services and other industries, including entrepreneurial work with Gypsy Wild Style. CWM serves a diverse client base that includes individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and utilizes a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.
Client services
Based on Cwm, Llc
Financial planning
Portfolio management
Selection of other advisers
Sub-advisory services for other investment advisory firms
Sub-advisory services for other investment advisory firms
Expertise
Based on Cwm, Llc
Tax-loss harvesting
ESG / Sustainable investing
Options & derivatives strategies
Private / alternative investments
Retirement income strategy
Fee options
Financial planning fixed fees from $500 to $25,000 or more; flat annual investment management fees billed quarterly
$0+: up to 2.50% +: Sub-Advisory fees up to 1% $50,000+: iCapital additional fees $50,000+: Orion Custom Indexing additional fees $10,000+: 55ip advisory fees (accounts with tax management services must be at least $50,000)
Up to $500 per hour for financial planning services
Location
1300 Pecan Hill Dr
Stephenville, TX 76401
Most active in
Savanna H has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
CWM, LLC
2025 - Present (1 year)
BMY Wealth Management Group
2023 - Present (3 years)
Briscoe and Associates
2022 - 2023 (1 year)
First National Bank Albany/Breckenridge
2021 - 2022 (1 year)
First Financial Bank
2020 - 2021 (1 year)
World Financial Group
2017 - 2021 (4 years)
Homemaker
2016 - 2017 (1 year)
Gypsy Wild Style
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Cole P
Series 66
Stephenville, TX
Southwestern Advisory Group LLC
Michael T
Series 63, Series 65, Series 66
Stephenville, TX
Simplicity wealth
James S
CFP®, Series 66
Stephenville, TX
Cwm, Llc
Cary S
Series 66
Stephenville, TX
Momentum Independent Network Inc.
Sarah B
Series 65
Stephenville, TX
Cwm, Llc
Bradley H
Series 66
Stephenville, TX
Edward Jones
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