Hackett Financial Group, LLC

RIASEC Registered
Total AUM
$159M
Discretionary
$159M
100% of AUM
Avg account
$224K
Accounts
710
Employees
7
Advisory reps
3

Firm details

Headquarters
Wimberley, Texas
CRD number
141656
Registered since
May 30, 2025
Website
www.hackettfinancialgroup.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI66.31%
  • Individuals33.55%
  • Corporations / Businesses0.14%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Hackett Financial Group, LLC is an independent registered investment adviser that began its SEC registration in 2025. The firm serves both individual and family clients as well as institutional relationships, providing financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its revenue model mixes percentage-of-assets-under-management fees with hourly charges, and it also engages in other financial product sales activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 68%, Other 23%, Exchange Traded Equities 5%, Cash & Cash Equivalents 2%, Investment Grade Corp Bonds 1%, Private Funds 1%68%
  • Public Funds/Mutual Funds68%
  • Other23%
  • Exchange Traded Equities5%
  • Cash & Cash Equivalents2%
  • Investment Grade Corp Bonds1%

Contacts

3 of 3
  • Danial Verhaalen

    Danial Verhaalen

    Financial AdvisorCRD 6240827

  • Scott Hackett

    Scott Hackett

    Managing PrincipalCRD 2685472

  • Erik Drewry

    Erik Drewry

    Advisor/PrincipalCRD 7374505

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Wimberley, TX

Hays

Location

Wimberley, TX

Headquartered in Wimberley, TX, in the South of the United States.

Region
South
County
Hays
Address
840 E Summit Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth