Hancock Wealth Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Hancock Wealth Advisory is a registered investment adviser that provides financial planning and consulting to individuals (including trusts, estates and retirement accounts), high‑net‑worth clients, and business entities. The brochure states the firm does not manage client assets and delivers planning and consultation services billed on an hourly or fixed‑fee basis rather than by percentage of assets under management.
The firm uses both fundamental and technical analysis and cites Modern Portfolio Theory when constructing recommended allocations, with review processes for mutual funds, ETFs, municipal and corporate debt, variable annuities, and private placements. Financial planning engagements begin with a financial inventory and goal‑setting process and are typically completed within six months unless the client retains the adviser for updates.
Noteworthy for an investment manager, the firm’s principal also acts as a registered representative of a broker‑dealer and as a licensed insurance agent, and associated persons may receive brokerage, 12b‑1, or insurance commissions — conflicts the brochure discloses and says it monitors. The firm also operates a separate college financial‑aid consulting activity, and its reliance on hourly/fixed fees instead of percentage‑of‑AUM billing is an uncommon fee model for peers in this category.
Client services
Financial planning
Consulting & testing
Expertise
General tax planning
Fee options
Fixed fee generally ranging from $250.00 to $10,000.00 based on the range and complexity of services
Associated persons may receive commissions from sales of securities and insurance products through LPL Financial and insurance appointments
Hourly fee of $350.00 per hour for financial planning and consulting services
Fee-only: Hourly fee of $350.00 per hour or fixed fee generally ranging from $250.00 to $10,000.00 based on complexity
Main office location
Hancock Wealth Advisory
400 Corporate Pointe, Suite 300
Culver City CA 90230, United States
Number of offices
1
Most active in
Hancock Wealth Advisory has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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