Hackett Financial Group, LLC

Hackett Financial Group provides portfolio management and financial planning to individuals, high‑net‑worth clients, trusts, estates, corporations, banking and thrift institutions, and other business entities, delivering continuous supervision of custodial accounts alongside standalone financial planning engagements. The firm also offers tax preparation services as a separate, fee‑based service and does not participate in wrap fee programs.

The firm’s investment process emphasizes an asset‑allocation framework across equity, fixed income and an alternatives sleeve, typically using low‑cost ETFs for equity and fixed income and selecting structured banknotes in the alternatives allocation. Hackett combines fundamental, technical (including charting), and cyclical analysis in portfolio construction and conducts ongoing discretionary management with periodic and quarterly account reviews.

What distinguishes HFG from many peers is its affiliated business activities and product mix: certain associates are IARs of an affiliated registered investment adviser and are licensed insurance agents who may receive additional compensation for selling insurance or general securities products, a conflict the firm discloses. The brochure also notes the firm’s use of structured and reverse‑convertible notes and its separate tax preparation offering—investment vehicles and revenue arrangements that are less common among similarly sized advisory firms.