Overview
Assets Under Management: $159 million
Headquarters: WIMBERLEY, TX
High-Net-Worth Clients: 46
Average Client Assets: $2 million
Frequently Asked Questions
HACKETT FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141656), HACKETT FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
HACKETT FINANCIAL GROUP, LLC is headquartered in WIMBERLEY, TX.
HACKETT FINANCIAL GROUP, LLC serves 46 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, HACKETT FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
HACKETT FINANCIAL GROUP, LLC manages $159 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, HACKETT FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.31
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 710
Discretionary Accounts: 710
Regulatory Filings
CRD Number: 141656
Filing ID: 2044886
Last Filing Date: 2026-02-26 12:24:46