A complete list of active advisors currently associated with Hankinson Wealth Advisors LLC

Warmer can help you find a great advisor at Hankinson Wealth Advisors LLC or one who fits your needs even better.

The firm operates as a solo independent registered investment adviser providing discretionary wealth management and financial planning primarily for individual clients, and also serving business entities, trusts, estates and charitable organizations. Services include ongoing portfolio management, account monitoring and periodic rebalancing, with the option of limited stand‑alone financial planning or consulting engagements. Investment implementation is primarily through mutual funds, ETFs, individual equities and bonds, using both long‑ and short‑term purchase strategies and ongoing portfolio reviews to align allocations with client objectives. The firm commonly uses Dimensional Fund Advisors funds (which generally require adviser approval), treats cash as an asset class, does not purchase cryptocurrencies on a discretionary basis, and has an AI policy governing the controlled use of AI tools in analysis and client work. Noteworthy distinctions include that the firm’s owner holds CPA and insurance licenses but the firm does not provide accounting services or sell insurance products directly, instead referring clients to unaffiliated professionals without sharing in their compensation. The combination of serving charitable and plan‑related business clients, use of DFA funds, and explicit AI governance and disclosure are less common characteristics among solo independent advisers.

To learn more about the advisors currently working at Hankinson Wealth Advisors LLC, 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.