Hassell Wealth Management

What Hassell Wealth Management does

Hassell Wealth Management is a privately held, fee-only Registered Investment Advisor (RIA) headquartered in Houma, Louisiana, serving the Gulf Coast region under a fiduciary, client-first standard since 2006. The firm delivers comprehensive financial planning and investment management to individuals and families, targeting three primary personas: pre-retirees and retirees (income distribution, Social Security, healthcare and legacy planning), business owners (succession, personal/business cash flow integration, qualified retirement plans), and mid-career professionals (tax diversification, wealth accumulation, employer benefits optimization). It also serves 401(k) plan sponsors and participants through a dedicated employer retirement plan service line, functioning as plan-level fiduciary for investment selection, benchmarking, and participant education.

The firm's core product is a modular wealth management practice layered onto a defined technology stack. eMoney Financial Software provides centralized client financial life tracking; Wealth Plan software supports planning demonstrations and ongoing advisory work; Salesforce manages client relationships; and Holistiplan enables tax-planning analysis. Investment implementation aligns with Dimensional Fund Advisors' factor-based, globally diversified philosophy, and East Bay Investment Solutions supplies research and market commentary used in quarterly client communications. The product surface is broad across add-on modules—tax, estate, retirement, risk management, charitable, higher education funding, special needs, and employee benefits—delivered through in-person meetings at three Louisiana offices (Houma, Baton Rouge, Metairie) and remote video engagements.

Revenue is derived from advisory fees on assets under management, the standard RIA revenue model, with client acquisition channeled through a relationship-based, content-supported funnel: educational blog content, email newsletter, Calendly-scheduled complimentary discovery calls, and community presence in the Gulf Coast. Pricing is not publicly disclosed; engagement begins with a no-cost introductory call. Ownership is concentrated among the founders and principals, with founder Stephen Hassell, CFP® as the visible figurehead. The firm maintains CFP and ChFC certifications as its primary professional differentiation in a regionally competitive advisory market.

Name

Hassell Wealth Management

Legal name

Hassell Wealth Management, LLC

Website

https://hassellwealth.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Short description

Hassell Wealth Management is a fee-only, fiduciary Registered Investment Advisor headquartered in Houma, Louisiana, providing comprehensive financial planning and investment management to pre-retirees, retirees, business owners, and mid-career professionals across the Gulf Coast, with additional offices in Baton Rouge and Metairie and a dedicated 401(k) plan services line for employer plan sponsors.

Ownership category

akta.pro rank

Product category

Wealth Management and Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management services
• Fiduciary financial advice
• Retirement plan services

Headquarters

HQ city

Houma

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory Fees (AUM-based): Registered Investment Advisor firm providing fiduciary financial advice and investment management services. Revenue derived from advisory fees, likely based on assets under management (AUM), consistent with RIA business model.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Hassell Wealth Management provides fee-only fiduciary financial planning and investment management services to individuals and families across the Gulf Coast region. The firm delivers comprehensive wealth management covering cash flow, retirement, tax, estate, charitable, education, and risk planning, alongside dedicated 401(k) fiduciary services for employer plan sponsors. Advisory services are delivered through licensed CFP and ChFC professionals using third-party planning and CRM technology platforms.

Product overview

Hassell Wealth Management offers comprehensive wealth management services through a combination of financial planning and investment management delivered via professional advisors and technology platforms. The core offering is Financial Planning and Investment Management, supported by modular services including 401(k) Plan Services for businesses, Tax Planning and Management, Estate Planning, Retirement Planning, Risk Management, Charitable Planning, Higher Education Funding, Special Needs Planning, and Employee Benefits Review. The firm uses eMoney Financial Software as its primary financial planning technology platform and maintains integrations with Salesforce for client relationship management and Holistiplan for tax planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Services Comprehensive financial planning and investment management services providing clarity, strategy, and accountability to help individuals and families achieve their financial goals.
• Financial Planning Financial planning services covering cash flow, retirement planning, estate planning, education planning, and tax planning for individuals, families, and business owners.
• Investment Management Investment management services building and maintaining portfolios using low-cost, globally diversified investments aligned with factor-based methodology, with regular rebalancing.
• 401(k) Plan Sponsor Services Fiduciary services for employer-sponsored retirement plans including total plan solutions, investment policy statement review, service provider liaison, ongoing investment monitoring, plan benchmarking, and participant education and support.

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature4 records

Partnerships

Four partnerships are on record, tiered minor and core.

• Financial Planning Association (FPA)minorOthersProfessional membership organization for financial planners. Firm maintains membership demonstrating commitment to the financial planning profession.
• CFP BoardcoreOthersCertifying organization for CERTIFIED FINANCIAL PLANNER professionals. Team members hold CFP certification demonstrating professional standards.
• Dimensional Fund Advisors (DFA)coreTechnology or IntegrationInvestment philosophy aligned with Dimensional's approach to globally diversified, factor-based investing. Firm's investment philosophy emphasizes low-cost, globally diversified investments consistent with DFA's methodology.
• East Bay Investment SolutionscoreTechnology or IntegrationProvides investment research services to the firm. Supplies investment research and market commentary used in client communications and portfolio management.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Edward Jones: Large retail-focused wealth management firm with a relationship-based advisor model serving mass-affluent individuals and families, including pre-retirees and business owners — directly overlapping Hassell's persona segments and Gulf Coast-style community presence.
• Mariner Wealth Advisors: National RIA providing comprehensive financial planning, investment management, and 401(k) plan sponsor services to individuals, families, and business owners — a near-direct comp to Hassell's integrated offering, with overlapping 401(k) fiduciary services.
• CAPTRUST: RIA specializing in investment advisory services for retirement plan sponsors and individual investors, with significant overlap with Hassell's 401(k) plan sponsor business and individual advisory services.
• Cetera Financial Group: Network of independent financial advisors providing wealth management, financial planning, and retirement plan services — comparable business model of relationship-based advice to individuals and business owners.
• Fisher Investments: Fee-only RIA serving primarily high-net-worth retail investors with discretionary portfolio management — comparable as a fee-only fiduciary competitor targeting retail wealth management clients.

Broad incumbents

• LPL Financial: Largest independent broker-dealer in the U.S. providing a broad platform of wealth management and retirement services to independent advisors and RIAs — adjacent incumbent whose advisor network includes many firms directly competing with Hassell.
• Vanguard Personal Advisor Services: Established incumbent offering hybrid digital-and-advisor wealth management at low cost; competes with Hassell for Gulf Coast mass-affluent households with globally diversified, low-cost investment philosophy.
• Schwab Wealth Advisory: Charles Schwab's advisory offering providing investment management and financial planning through dedicated advisors — a broad incumbent competing for the same mass-affluent and business-owner clientele with greater brand and scale.

Emerging players

• Wealthfront: Leading digital-first RIA offering automated financial planning and investment management targeting younger, tech-savvy professionals — competing with Hassell for early-to-mid-career professionals who may default to low-fee digital platforms.
• Facet Wealth: Tech-enabled RIA delivering fiduciary financial planning via remote advisors — directly comparable to Hassell in offering comprehensive planning for mass-affluent households, while operating with a remote-first, lower-cost structure.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/hassellwealth
• Facebookfacebook.com/hassellwealthmanagement
• LinkedInlinkedin.com/company/hassell-wealth-management

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hassell Wealth Management