Hassell Wealth Management fees and pricing
Financial planner in Houma, Louisiana. Registered with the SEC.
According to its Form ADV Part 2A brochure dated October 2, 2026, Hassell Wealth Management charges an annual fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $5,000/yr
“Fees generally start at $5,000 per year for ongoing engagements.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hassell Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for partial quarters are prorated based on the number of days assets are under management.”
- “Upon termination, fees will be prorated through the end of the asset transfer date and any unearned prepaid fees will be refunded.”
- “Fees for ongoing engagements are generally billed directly to the client monthly in advance.”
How Hassell Wealth Management’s fees compare
- Its annual fee of $5,000 is below the Louisiana median of $7,800. 29% of the 7 other Louisiana planners that publish an annual fee charge less.
About Hassell Wealth Management
“The firm also provides retirement plan services to businesses and other institutional investors.”
- Firm size: 9 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.8% a year
- Minimum
- $5,000 minimum fee (stated in brochure)
- Clients
- 414
- Employees
- 9
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $387,400,590
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 297892
- Phone
- (985) 868-9881
Can advise clients in 4 states: Louisiana, Mississippi, New Hampshire, Texas
Other planners in Louisiana that publish fees
- A.b. Ridgeway Wealth Management LLCLafayette$1,000-$2,500, $97-$833/mo
- Adkins Seale Capital Management LLCShreveport$250-$500/hr, $1,500-$5,500
- Advocacy Financial LLCCovington$250/hr, $1,000-$10,000
- Argent Advisors, Inc.Ruston$150/hr, $1,000-$5,000
- Avant Capital, LLCLafayette$200/hr, $1,500
- Bavarian Wealth Management, Inc.New Orleans$250/hr, $1,000-$2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.