Hanke & Apolonio Wealth Advisors LLC

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Client assets under management

$167,287,297

Clients

47% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,689,771

About

Hanke & Apolonio Wealth Advisors is a small, two-advisor wealth advisory firm that provides discretionary asset management and comprehensive financial planning to individual and high‑net‑worth clients. The firm generally requires a $1,000,000 account minimum (which may be lowered or waived for standalone planning engagements) and also offers non‑discretionary recommendations for employer‑sponsored retirement plans as part of the planning relationship.

The firm’s investment process emphasizes fundamental analysis and documented client objectives, using Investment Policy Statements and risk‑tolerance assessments to tailor portfolios; strategies noted in the brochure include long‑term holdings, active trading, and option‑writing where appropriate. Research inputs cited include institutional analytics from Morningstar, JPMorgan and Vanguard, macroeconomic data sources, and materials from professional associations to inform recommendations.

Noteworthy operational features described in the brochure include periodic, no‑fee public seminars to educate prospective clients and the availability of life‑coaching services to advisory clients at no additional charge, expanding its planning and behavioral support offering beyond typical asset management. The firm also formalized a multi‑member LLC ownership structure (an 80/20 partnership) after many years working together, and its client communications and advertising incorporate endorsements and client testimonials.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Equity compensation tax strategy Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.)

Fee options

Fixed

Fixed fees for financial planning from $1,500 to $6,000 based on complexity

Percentage

$500,000 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.15% $2,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $20,000,000: 0.50% Over $20,000,001+: Negotiable

Project-based

$350 per hour for financial planning services

Other

Account minimum: $1,000,000 Fee-only: Financial Planning Services at $350/hour or fixed fees ranging from $1,500 to $6,000, negotiable

Main office location

Hanke & Apolonio Wealth Advisors LLC

177 Post Street, Suite 800

San Francisco CA 94108-4729, United States

Number of offices

Most active in

California · Hawaii · Louisiana · Texas

Disclosures

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 415-781-6300

Advisors at this firm

Manuel A

CFP®, Series 66

San Francisco, CA

Hanke & Apolonio Wealth Advisors LLC

Manuel Apolonio is a CFP® and Series 66-registered financial advisor with nine years of industry experience. He is a principal at Hanke & Apolonio Wealth Advisors LLC, where he has worked since 2019, following prior roles at Hanke & Co. Wealth Management and LPL Financial. Outside of his advisory work, he provides life coaching services through his separate business, Manuel Raguro Apolonio Life Coaching. Hanke & Apolonio Wealth Advisors LLC serves individual and high-net-worth clients with investment advisory and financial planning services, managing approximately $145 million in client assets. The firm’s approach uses fundamental analysis and tailored strategies supported by research from providers like Morningstar, JPMorgan, and Vanguard, and offers quarterly account reviews, standalone financial plans, and educational seminars.

Equity compensation tax strategy Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.)

Milo H

CFP®, Series 63

San Francisco, CA

Hanke & Apolonio Wealth Advisors LLC

Milo Hanke is a CFP® with 42 years of experience in the financial advisory industry. He is a principal at Hanke & Apolonio Wealth Advisors LLC in San Francisco, where he has worked since 2017. Prior to that, he operated as a sole proprietor and was affiliated with LPL Financial for over two decades. Hanke & Apolonio Wealth Advisors LLC serves individual and high-net-worth clients by providing investment advisory and financial planning services, managing approximately $145 million in assets. The firm uses fundamental analysis and tailored strategies documented in each client’s investment policy, conducts regular account reviews, and offers educational seminars and life coaching services to clients.

Equity compensation tax strategy Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.)

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