Hancock Wealth Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
400 Corporate Pointe, Suite 300
Culver City CA 92030
Advisors at this office
1
Most active in
California
Also doing business as
College Aid Consulting · Hancock Wealth Advisory · Hancock, Stephanie Renae
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:
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)