Stephen Hassell is a CFP-designated registered investment advisor at Hassell Wealth Management, based in Houma, LA, with 9 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 409 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.80% |
| $100K - $400K | 1.65% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Fee Estimator
Contact
Stephen Hassell
Location
300 Lafayette Street, Suite 200, Houma, LA, 70360
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stephen is involved with Tangible Properties LLC, a home-based real estate rental business, since 2016. He dedicates minimal time to this activity.
Employment History
Current Registrations
Hassell Wealth Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Stephen Hassell, CFP®, is a Wealth Advisor at Hassell Wealth Management, an independent financial planning firm serving Louisiana’s Gulf Coast. As a CERTIFIED FINANCIAL PLANNER® professional, Stephen helps individuals and families build personalized financial strategies to support long-term goals and reduce stress around money.