Hannegan Wealth Management, LLC logo

Hannegan Wealth Management, LLC

Updated today

Client assets under management

$1,789,860

Clients

8

0% high-net-worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor with up to 2 employees

Clients per advisor

8

Low

Average account size

$223,733

About

Hannegan Wealth Management, LLC provides investment management and financial planning services to individuals, high‑net‑worth clients, and corporations or other businesses, overseeing approximately $1.79 million in discretionary assets across eight client relationships. Offerings include tailored portfolio management, comprehensive financial plans (fixed‑fee or hourly), ongoing planning engagements, and facilitation of sub‑advisor relationships for model portfolio implementation.

The firm’s investment process blends fundamental analysis and Modern Portfolio Theory with a primarily passive implementation that uses index mutual funds and ETFs; HWM also leverages third‑party managers (GeoWealth Management and XY Investment Solutions) to implement model allocations. Clients may be managed on a discretionary or non‑discretionary basis, and HWM documents investment policy statements, conducts periodic reviews, and provides quarterly oversight of managed accounts.

Noteworthy among peers, HWM maintains an affiliation with an accounting practice (Shawn P. Hannegan CPA, LLC d/b/a Hannegan & Associates) and discloses mutual referral activity while stating it does not accept referral compensation; the brochure notes the accounting practice accounts for roughly 75% of the principal’s time. The firm also explicitly serves corporate/business accounts in addition to individuals — a service line that is less common for independent advisers of this size — and typically relies on outside managers for trading and model execution.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Wealth management

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Fee options

Fixed

Financial planning fixed fees between $500 and $4,500, negotiable.

Percentage

$0 - $250,000: 1.25% $250,001 - $750,000: 1.00% $750,001 - $1,500,000: 0.75% $1,500,001 - $3,000,000: 0.50% $3,000,001+: Negotiable

Project-based

$250 per hour for financial planning engagements, negotiable.

Subscriptions

Ongoing planning fees ranging from $250-$750 per month or $750-$2,250 per quarter, negotiable.

Other

Fee-only: Financial planning fixed fees range from $500 to $4,500; hourly fees at $250 per hour; ongoing planning fees $250-$750/month or $750-$2,250/quarter.

Main office location

Hannegan Wealth Management, LLC

180 Barnwood Drive

Edgewood KY 41017, United States

Number of offices

2

Most active in

Kentucky · Ohio

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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