A complete list of active advisors currently associated with Hassell Wealth Management
Warmer can help you find a great advisor at Hassell Wealth Management or one who fits your needs even better.
Hassell Wealth Management provides discretionary portfolio management, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. As of the end of 2025 the firm managed roughly $387.4 million, and engagements range from project-based planning to ongoing wealth management and plan-level consulting. The firm implements portfolios consistent with modern portfolio theory, seeking global diversification and using fundamental security analysis alongside market trend and economic cycle analysis. Portfolios may include individual stocks and bonds, mutual funds, ETFs, and, where appropriate, strategies that involve short-term trading, margin, or options, with investment decisions tailored to each client’s objectives and risk profile. A noteworthy practice disclosed in the brochure is that the firm negotiates custodian arrangements under which it absorbs certain asset‑based trading and custody charges for qualifying client assets, and the firm’s primary owners hold a minor, non‑controlling ownership interest in its custodian, a potential conflict the firm discloses. The firm also states it no longer accepts insurance commissions and does not vote client proxies, leaving proxy voting and some implementation choices to clients.
To learn more about the advisors currently working at Hassell Wealth Management, 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 |
|---|---|---|
Houma, LA
| 2
| |
Houma, LA
| 12
| |
Houma, LA
| 42
| |
Houma, LA
| 9
| |
Houma, LA
| 11
|
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