Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$348,596,307
Total clients
404
14% high-net worth
Total advisors
4
of 8 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
101
Average account size
$862,862
Hassell Wealth Management serves individuals, families, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan advisory and management services. As of December 31, 2024 the firm reported approximately $348.6 million in discretionary assets under management for roughly 400 clients, including both non‑high‑net‑worth and high‑net‑worth individuals.
The firm’s investment approach is grounded in modern portfolio theory and seeks to build globally diversified portfolios using fundamental security analysis, market trend and economic cycle analysis; portfolios commonly include stocks, bonds, mutual funds, and ETFs and may employ outside managers. HWM customizes asset allocations and risk profiles for each client, manages accounts on a discretionary basis, and conducts periodic reviews tied to market and client circumstances.
Noteworthy operational features disclosed in the brochure include a minor, non‑controlling ownership interest by the firm’s owners in Altruist, a custodian the firm uses (acquired after Altruist was selected), and negotiated custodian arrangements under which the firm absorbs certain custody and trading costs for clients. The firm also does not vote proxies on client securities and limits its account offerings to discretionary management, practices that differ from many peers.
Financial planning fixed fees quoted in advance, generally starting at $2,400 for projects
$0 - $100,000: 1.80% $100,001 - $400,000: 1.65% $400,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.60% $10,000,001 - $15,000,000: 0.50% $15,000,001+: 0.25%
Account minimum: None explicitly stated; firm may impose minimums or waive at discretion Minimum fee: Minimum fees may be imposed for establishing or maintaining accounts but are discretionary and not explicitly stated Fee-only: Financial planning fees start at $2,400 for projects and $200 per month for ongoing engagements; retirement plan services fees up to 1.0% annually, negotiable
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Hassell Wealth Management
300 Lafayette Street, Suite 200
Houma LA 70360, United States
Number of offices
3
CFP®, Series 65
Houma, LA
Hassell Wealth Management
ChFC®, Series 63
Houma, LA
Hassell Wealth Management
CFP®
Houma, LA
Hassell Wealth Management
CFP®, Series 63
Houma, LA
Hassell Wealth Management
CFP®, Series 63, Series 65
Houma, LA
Hassell Wealth Management
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