Hanover Square Wealth Advisors LLC

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Client assets under management

$99,412,012

Clients

53% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$1,046,442

About

Hanover Square Wealth Advisors LLC is an SEC-registered advisory firm that works with individuals, high‑net‑worth clients, families, trusts, estates, businesses, and retirement plan sponsors. The firm offers discretionary and non‑discretionary investment management, comprehensive and limited‑scope financial planning delivered with CFP® involvement, wealth management, investment consulting, and business consulting.

HSWA constructs either custom portfolios or model portfolios built from fundamental, quantitative, and technical analysis and modern portfolio theory, with internal strategies including dividend‑focused, quality growth, global brands, business disruptors, and a global balanced portfolio. It also provides access to third‑party managers across a wide range of asset classes — including private equity, hedge funds, managed futures, commodities, digital assets, and structured notes — and manages held‑away accounts through a third‑party platform to enable consolidated oversight without taking custody.

Compared with many small, two‑advisor firms, HSWA combines a relatively broad institutional capability — offering retirement plan consulting and investment management as Section 3(21) and 3(38) ERISA fiduciaries for plan sponsors — with access to alternative investments and third‑party manager programs. The firm is recently launched (May 2025) yet manages approximately $101.6 million across about 95 clients and retains flexibility on account minimums and fee arrangements.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Private / alternative investments Real estate investing Annuities Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial planning fees typically between $2,500 and $25,000 as a one-time fixed fee.

Percentage

$0+: Up to 1.25% annually for investment management services $0+: Up to 1.50% annually for wealth management services

Project-based

For terminated financial planning engagements, fees calculated by multiplying hours spent times hourly rate of individual providing services; specific hourly rates not stated.

Subscriptions

Investment consulting fees ranging from $500 to $10,000 annually, paid quarterly in arrears; Business consulting fees ranging from $1,000 to $50,000 annually, paid quarterly in arrears; Retirement plan services fees charged as asset-based or flat fee, negotiated with plan sponsor, paid quarterly.

Other

Account minimum: $1,000,000

Main office location

Hanover Square Wealth Advisors LLC

King NC, United States

Number of offices

Most active in

Florida · North Carolina

Disclosures

Business activities & affiliations

Is not 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.

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

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 336-444-2680

Advisors at this firm

Brooks J

CFP®, Series 63, Series 65

King, NC

Hanover Square Wealth Advisors LLC

Brooks Jewett is a CFP® professional with nine years of industry experience, currently affiliated with Equity Services, Inc. and The Summit Advisory Group since 2017. Prior to his advisory career, he worked at Airbnb for two years. Outside of his financial advisory role, Jewett coaches lacrosse at Forsyth Country Day School and serves on the boards of several community organizations, including the Winston-Salem Police Foundation and the Financial Planning Association of Charlotte. Equity Services, Inc. (ESI Financial Advisors) serves a broad client base including individuals, corporations, trusts, and charitable organizations, offering financial planning, consulting, and asset management. The firm utilizes a combination of proprietary and third-party investment platforms and offers both discretionary and non-discretionary trading strategies emphasizing long-term allocations and manager-driven portfolios.

Private / alternative investments Real estate investing Annuities Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Derek F

CFP®, Series 63, Series 66

King, NC

Hanover Square Wealth Advisors LLC

Derek Frosh is a CFP® professional with 30 years of experience in the financial industry. He is currently with Hanover Square Wealth Advisors LLC and previously worked at UBS Financial Services Inc. for 12 years. Outside of finance, he owns and operates a general contracting business specializing in construction, remodeling, and consulting. Hanover Square Wealth Advisors serves individual and high-net-worth clients, families, trusts, estates, businesses, and retirement plans, as well as several institutional clients. The firm offers customized portfolio management combining in-house strategies and third-party managers, along with financial planning and retirement plan services.

Private / alternative investments Real estate investing Annuities Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Jayson S

Series 65

Winston Salem, NC

Hanover Square Wealth Advisors LLC

Jayson Snipes is a financial advisor at Hanover Square Wealth Advisors LLC with Series 65 credentials and over one year of experience at the firm. He has a background that includes work with Maple Springs United Methodist Church and operates Snipes Accounting and Tax Service LLC. Hanover Square Wealth Advisors serves individual and high-net-worth clients, families, trusts, estates, businesses, retirement plans, and several institutional clients. The firm offers customized portfolio management combining in-house strategies and access to third-party managers, along with financial planning and retirement plan services.

Private / alternative investments Real estate investing Annuities Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

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