HACKETT FINANCIAL GROUP, LLC

Overview

Hackett Financial Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides fee-based financial advice to both individuals and families and some institutional clients. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Fee arrangements include a percentage-of-AUM model and hourly billing; the firm also engages in other financial product sales activities. According to the firm snapshot, it registered with the SEC in 2025 and does not position itself as a capital allocator or an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives