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Hassell Wealth Management, LLC

EST. AUM
$387,400,590

CONTACTS

CLIENT ACCOUNTS
1,227

Firm Details

Metro area New Orleans
CRD Number 297892
Website hassellwealth.com
Client types

Overview

Hassell Wealth Management, LLC is an independent, fee-only registered investment adviser (RIA) headquartered in Houma, Louisiana, serving the Gulf Coast region since 2006. Operating under a strict fiduciary standard, the firm emphasizes a "planning-first" philosophy designed to simplify the complex financial lives of pre-retirees, retirees, and business owners. Their investment methodology is strictly evidence-based and grounded in academic research, prioritizing low-cost, globally diversified portfolios that are systematically rebalanced. Led by founder Stephen Hassell, the firm focuses on providing clarity through integrated financial planning, tax-efficient portfolio management, and long-term accountability.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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