Hankinson Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$56,801,401
Total clients
39
51% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
39
Average account size
$1,456,446
About
The firm operates as a solo independent registered investment adviser providing discretionary wealth management and financial planning primarily for individual clients, and also serving business entities, trusts, estates and charitable organizations. Services include ongoing portfolio management, account monitoring and periodic rebalancing, with the option of limited stand‑alone financial planning or consulting engagements.
Investment implementation is primarily through mutual funds, ETFs, individual equities and bonds, using both long‑ and short‑term purchase strategies and ongoing portfolio reviews to align allocations with client objectives. The firm commonly uses Dimensional Fund Advisors funds (which generally require adviser approval), treats cash as an asset class, does not purchase cryptocurrencies on a discretionary basis, and has an AI policy governing the controlled use of AI tools in analysis and client work.
Noteworthy distinctions include that the firm’s owner holds CPA and insurance licenses but the firm does not provide accounting services or sell insurance products directly, instead referring clients to unaffiliated professionals without sharing in their compensation. The combination of serving charitable and plan‑related business clients, use of DFA funds, and explicit AI governance and disclosure are less common characteristics among solo independent advisers.
Client services
Expertise
Fee options
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
Main office location
Hankinson Wealth Advisors LLC
1041 Parkside Commons, Suite 103
Greensboro GA 30642, United States
Number of offices
1
Most active in
Georgia · Louisiana · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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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.
Forms ADV
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