Hanks Capital Management, LLC

Hanks Capital Management provides discretionary investment management, one-time comprehensive financial planning, and retirement plan consulting to individuals (including high net worth clients), trusts, estates, charitable organizations, and business entities. The firm reports about $8.0 million in discretionary assets under management across two advisors and approximately 24 client relationships and does not impose a formal account minimum.

The firm implements client strategies through asset allocation using both passive and active techniques and may recommend or implement portfolios via Betterment Advisor Solutions or independent outside managers, with quarterly account reviews and the ability to accept client-imposed investment restrictions. Financial planning is offered as a fixed-fee, one-time engagement (typical range $1,500–$2,500) and that planning fee is applied toward the first year of investment management when clients engage both services.

Notably, Hanks Capital operates under the name Dental Wealth Books and the principal discloses ownership of Dental Buyer Advocates and Dental Tax Advocates, with cross-referrals to those dental-focused businesses disclosed and no referral compensation received; the principal reports devoting substantial professional time to those non-advisory activities. Compared with many peers, the firm is small in scale (two CFP® professionals and modest AUM) and combines retail wealth management with employer retirement plan consulting and explicit use of an institutional robo-advisor platform.