A complete list of active advisors currently associated with Hackman Financial Group

Warmer can help you find a great advisor at Hackman Financial Group or one who fits your needs even better.

Hackman Financial Group is an SEC-registered advisory that serves individuals (including high‑net‑worth clients), trusts, estates, businesses, charitable organizations and retirement plans; the five-advisor team manages approximately $426.7 million for roughly 667 clients. The firm provides discretionary portfolio management, financial planning and retirement‑plan advisory services and may engage unaffiliated independent managers for portions of client portfolios. The firm’s investment process is primarily long‑term oriented but uses fundamental, technical and charting analysis to construct diversified portfolios of mutual funds, ETFs, equities, fixed income and REITs, and it will rebalance or trade for tactical, tax, or client‑specific needs. Clients work with the firm to set objectives and risk tolerances, after which Hackman Financial Group implements and monitors accounts and provides periodic reviews and reporting. What is noteworthy about Hackman Financial Group is that it sponsors a Wrap Fee Program (Appendix 1) that bundles securities transaction costs into its asset‑based advisory fee — a feature relatively uncommon among similar team firms; the brochure discloses the conflicts this creates and describes oversight measures (including Chief Compliance Officer reviews and consideration of no‑transaction‑fee funds). The firm also operates on the LPL Financial platform and discloses that its advisory personnel are registered representatives and licensed insurance professionals affiliated with an insurance agency, arrangements the brochure identifies as potential conflicts alongside its supervisory and disclosure practices.

To learn more about the advisors currently working at Hackman Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.