Hackett Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$158,906,075
Clients
252
Advisors
3
of 7 employees
About
Hackett Financial Group provides investment advisory and financial planning services to a mix of individuals, high‑net‑worth clients, trusts, estates, corporations and other business entities. The firm manages discretionary portfolios across stocks, bonds, mutual funds, ETFs, REITs, options and other securities, and also offers tax preparation as a separately compensated service.
The firm’s investment approach centers on an asset‑allocation framework tied to each client’s risk tolerance and risk capacity, emphasizing global diversification, low cost and tax efficiency. Portfolios typically use ETFs for equity and fixed‑income sleeves and include an alternatives sleeve that may employ structured banknotes and reverse convertibles; the firm uses fundamental, technical and cyclical analysis in making selections.
Distinctive disclosures in the brochure note an affiliation with another state‑registered investment adviser in which an owner/IAR holds management and ownership roles and devotes substantial monthly time to that other firm, and the firm describes supervisory reviews and written disclosures it uses to address those conflicts. The combination of separately compensated tax‑preparation services and regular use of structured products (and the firm’s disclosure of the resulting conflicts and monitoring procedures) is presented as a notable operational feature relative to many peers.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $3,000,000: 0.50% $3,000,001+: 0.25%
$250 per hour for financial planning and consulting services
Main office
840 East Summit Drive
Wimberley TX 78676
Advisors at this office
3
Most active in
Colorado · Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Quick links
Advisors at this firm
Erik D
Series 66
Wimberley, TX
Hackett Financial Group, LLC
Erik Drewry is a financial advisor at Hackett Financial Group, LLC with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Ameriprise and Lodestar International LLC. Outside of advising, he is involved with Neutron & Carbon Technologies, an R&D technology incubator, and owns 8fold Ventures LLC, a private placements business. Hackett Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm employs an asset-allocation framework focused on global diversification, low cost, and tax efficiency, managing discretionary portfolios that include ETFs, structured banknotes, and reverse convertibles, alongside separately compensated tax preparation services.
Scott H
CFP®, Series 63, Series 66
Wimberley, TX
Hackett Financial Group, LLC
Scott Hackett is a CFP® with 20 years of industry experience. He is the founder of Hackett Financial Group, LLC, where he has worked since 2006 following a brief tenure at Equitable Advisors. Outside of his advisory role, he works as an independent insurance agent. Hackett Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm manages discretionary portfolios using a diversified, asset-allocation approach focused on risk tolerance, employing ETFs, structured products, and fundamental, technical, and cyclical analysis.
Danial V
Series 66
Wimberley, TX
Hackett Financial Group, LLC
Danial Verhaalen is a financial advisor with Hackett Financial Group, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC, Charles Schwab & Co., Inc., and Waddell & Reed. Hackett Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm employs an asset-allocation approach focused on risk tolerance and capacity, utilizing global diversification, low costs, tax efficiency, and a mix of ETFs, structured products, and fundamental, technical, and cyclical analysis.
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