Hanover Square Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$101,600,000
Total clients
95
53% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
48
Average account size
$1,069,474
About
Hanover Square Wealth Advisors LLC is an SEC-registered advisory firm that works with individuals, high‑net‑worth clients, families, trusts, estates, businesses, and retirement plan sponsors. The firm offers discretionary and non‑discretionary investment management, comprehensive and limited‑scope financial planning delivered with CFP® involvement, wealth management, investment consulting, and business consulting.
HSWA constructs either custom portfolios or model portfolios built from fundamental, quantitative, and technical analysis and modern portfolio theory, with internal strategies including dividend‑focused, quality growth, global brands, business disruptors, and a global balanced portfolio. It also provides access to third‑party managers across a wide range of asset classes — including private equity, hedge funds, managed futures, commodities, digital assets, and structured notes — and manages held‑away accounts through a third‑party platform to enable consolidated oversight without taking custody.
Compared with many small, two‑advisor firms, HSWA combines a relatively broad institutional capability — offering retirement plan consulting and investment management as Section 3(21) and 3(38) ERISA fiduciaries for plan sponsors — with access to alternative investments and third‑party manager programs. The firm is recently launched (May 2025) yet manages approximately $101.6 million across about 95 clients and retains flexibility on account minimums and fee arrangements.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees typically between $2,500 and $25,000 as a one-time fixed fee.
$0+: Up to 1.25% annually for investment management services $0+: Up to 1.50% annually for wealth management services
For terminated financial planning engagements, fees calculated by multiplying hours spent times hourly rate of individual providing services; specific hourly rates not stated.
Investment consulting fees ranging from $500 to $10,000 annually, paid quarterly in arrears; Business consulting fees ranging from $1,000 to $50,000 annually, paid quarterly in arrears; Retirement plan services fees charged as asset-based or flat fee, negotiated with plan sponsor, paid quarterly.
Account minimum: $1,000,000
Main office location
Hanover Square Wealth Advisors LLC
King NC, United States
Number of offices
2
Most active in
Florida · North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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")