Stephen
Hassell

Hassell Wealth Management

CRD#5483545
Investment Advisor
in Houma, LA

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About this Advisor

Stephen Hassell is a financial advisor based in Houma, Louisiana, working with Hassell Wealth Management. Stephen has previously held positions at Hassell Wealth Management, LLC, Lpl Financial, LLC, and Hassell Wealth Management. Stephen is registered to provide services in Louisiana and Texas. Currently, Stephen is part of Hassell Wealth Management, which operates out of Houma, Louisiana. The firm has 2 offices and 9 employees. The firm manages assets totaling $255.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Hassell Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

300 Lafayette Street Suite 200
Houma, LA 70360

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Hassell Wealth Management Brokerage Details

Total Assets Under Management

$255,797,950

LA Average: $486,181,852
Total Number of Employees

9

LA Average: 13
Total Number of Accounts

919

LA Average: 722
Average Account Size

$278,344

LA Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Stephen Hassell Work History

2018 - Present (7 years)

Hassell Wealth Management

2006 - Present (19 years)

Hassell Wealth Management, LLC

2008 - 2018 (10 years)

Lpl Financial, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Stephen Hassell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hassell Wealth Management

Gary Birdsall
Houma, LA
Alexandra Hassell
Houma, LA
Katherine Hebert
Houma, LA
Stephen Hassell
Houma, LA
John Hassell
Houma, LA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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