Tracy Hagberg is a control person of Access Wealth Planning and directly owns under 5% of it.
Access Wealth Planning is an investment adviser based in East Hanover, NJ, registered with the SEC since 2001. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $539 million, as filed on 24 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 1841992
- Firm
- Access Wealth Planning · CRD 112973
- Role
- Chief Compliance Officer
- In role since
- May 2006 · 20 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- East Hanover, NJ
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Tracy Hagberg work?
Tracy Hagberg has been Chief Compliance Officer of Access Wealth Planning, LLC since May 2006, and is a control person of the firm.
How can I verify Tracy Hagberg’s record?
Tracy Hagberg’s role is listed on Access Wealth Planning, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 112973.
