A complete list of active advisors currently associated with Hancock Wealth Advisory

Warmer can help you find a great advisor at Hancock Wealth Advisory or one who fits your needs even better.

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.

To learn more about the advisors currently working at Hancock Wealth Advisory, 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.

Name	Location	Years of experience
Stephanie Hancock	Culver City, CA	32

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