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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
  • Pension Consulting
    • -401k
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Hassell Wealth Management 1 year, 1 month Aug 2018 - Present
LPL Financial LLC 14 years, 2 months Jul 2005 - Present
LPL Financial LLC 13 years, 5 months Jul 2005 - Dec 2018

Designations & Memberships

  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Chartered Financial Consultant
    Designation
    Chartered Financial Consultant
    Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.
  • Chartered Life Underwriter
    Designation
    Chartered Life Underwriter
    A prestigious certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by John Hassell

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Dec 21, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    1
  • as of date
    Apr 9, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Hassell Wealth Management

Last updated on Aug. 23, 2019
    • $157.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 606
      Accounts
    • $260.5K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements