Hassell Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
Hassell Wealth Management reports 414 clients. They include 320 individual clients and 94 high-net-worth individuals. Of its assets, 100.0% ($387M across 1,227 accounts) are managed with discretion. It advised 11 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 24% |
| High-net-worth individuals | 23% | 76% |
| Corporations and other businesses | Fewer than 5 | <1% |
| Other | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 320 | $93.3M | 24.1% | $292K |
| High-net-worth individuals | 94 | $294M | 75.8% | $3.13M |
| Corporations and other businesses | Fewer than 5 | $243K | 0.1% | — |
| Other | Fewer than 5 | $188 | 0.0% | — |
| Total | 414 | $387M | 100% | — |
- Clients
- 320
- Regulatory AUM
- $93.3M
- AUM share
- 24.1%
- Avg. per client
- $292K
- Clients
- 94
- Regulatory AUM
- $294M
- AUM share
- 75.8%
- Avg. per client
- $3.13M
- Clients
- Fewer than 5
- Regulatory AUM
- $243K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $188
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 414
- Regulatory AUM
- $387M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 11
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Hassell Wealth Management charges 0.25%–1.80% a year for its Investment management services. Each asset band is charged at its own rate. The fee is billed in advance and has a $5,000 annual minimum. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$100K | 1.80% |
| $100K–$400K | 1.65% |
| $400K–$750K | 1.25% |
| $750K–$1M | 1.00% |
| $1M–$3M | 0.75% |
| $3M–$10M | 0.60% |
| $10M–$15M | 0.50% |
| $15M and above | 0.25% |
Fee details and sources
Other fees
- Financial planning
- Financial planning is quoted in advance at a fixed rate; fees generally start at $5,000 per year for ongoing engagements.
Stephen Hassell owns 75% or more of Hassell Wealth Management. The leadership team of Hassell Wealth Management includes Chief Compliance Officer Stephen Hassell. It has 9 employees, 6 of them in advisory roles.
Staff
- 9 employees
- 6 in advisory functions
- 4 state-registered reps
- 2 insurance agents
- Owns 75% or more of Hassell Wealth Management, L.L.C.
Stephen Hassell
Control person · since June 2018
- Owns 10% to 25% of Hassell Wealth Management, L.L.C.
John Hassell
Control person · since June 2018
Hassell Wealth Management’s regulatory assets grew 1.9× from $203M (July 2021) to $387M (September 2026); clients rose from 324 to 414 and employees from 7 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $387M | 414 | 9 | 3 |
| Mar 2025March 2025 | $349M | 409 | 8 | 3 |
| Apr 2024April 2024 | $256M | 358 | 9 | 3 |
| Mar 2023March 2023 | $225M | 358 | 8 | 1 |
| Feb 2022February 2022 | $247M | 349 | 8 | 1 |
| Jul 2021July 2021 | $203M | 324 | 7 | 1 |
Besides its headquarters, Hassell Wealth Management has 2 offices, with 3 listed addresses in 1 state.
Louisiana · 3 listed addresses
- 300 Lafayette Street, Suite 200, HoumaHQ
- 8550 United Plaza DR., Suite 702, Baton Rouge
- 2121 N. Causeway BLVD., Suite 158, Metairie
Contact and registration details
- Legal name
- Hassell Wealth Management, L.L.C.
- Headquarters
- 300 Lafayette Street, Suite 200, Houma, LA 70360
- Website
- hassellwealth.com
- Phone
- 985-868-9881
- @hassell-wealth-management
- SEC file
- 801-114012
- Structure
- Louisiana LLC
- Fiscal year end
- December
Hassell Wealth Management’s named custodians for separately managed accounts are Altruist ($391M, 100%) and Axos Savings Bank ($717K, 0%). Hassell Wealth Management has custody of $3.02M for 11 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- AltruistAltruist Financial LLC · Culver City, CA · $391M100%
- Axos Savings BankAxos Savings Bank · Centennial, CO · $717K0%
At year end, Hassell Wealth Management’s separately managed accounts were largely in stocks (49%) and funds (45%). Its reported 13F holdings for the quarter ended 30 June 2026 total $326M across 29 positions; the largest are Vanguard Index Fds (27.5%), Vanguard Tax-managed Fds (9.8%) and Dimensional ETF Trust (9.0%).
What the accounts hold
- Stocks49%
- Funds45%
- Cash6%
How many clients does Hassell Wealth Management have?
Hassell Wealth Management has 414 clients and manages $387 million for them, as of September 2026. They include 320 individual clients and 94 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 September 2026
What services does Hassell Wealth Management offer?
Hassell Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Hassell Wealth Management charge?
Hassell Wealth Management charges 0.25%–1.80% a year for its Investment management services. Each asset band is charged at its own rate. The fee is billed in advance and has a $5,000 annual minimum.
Source: HASSELL WEALTH MGMT FORM ADV PART 2A BROCHURE, filed 2 October 2026
Which custodians does Hassell Wealth Management use?
Hassell Wealth Management’s separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $391M and Axos Savings Bank (Centennial, CO), with $717K. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 September 2026
How many financial advisors does Hassell Wealth Management have?
Hassell Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hassell Wealth Management invest in?
At the end of its last fiscal year, Hassell Wealth Management’s separately managed accounts held 49% exchange-traded equities, 45% registered funds (mutual funds, ETFs, BDCs) and 6% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hassell Wealth Management?
Hassell Wealth Management’s direct owners are Stephen Hassell (75% or more) and John Hassell (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 11 September 2026
How does Hassell Wealth Management get paid?
Hassell Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Hassell Wealth Management?
Hassell Wealth Management’s main office is at 300 Lafayette Street, Suite 200, Houma, LA 70360. Its phone number is 985-868-9881. Its website is hassellwealth.com.