How does the HACKETT FINANCIAL GROUP, LLC help clients – Key Takeaways:
The HACKETT FINANCIAL GROUP, LLC is a leading financial advisor firm that provides expert financial guidance and services
to clients across the country. Their team of experienced advisors offer personalized and comprehensive solutions to help
clients achieve their financial goals.
Facts and Insights
The HACKETT FINANCIAL GROUP, LLC has been in business for over 20 years and has managed over $500 million in assets.
Their team of advisors, with an average of 15 years of industry experience, is dedicated to providing top-notch financial
services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business | |
|---|---|---|---|
| HACKETT FINANCIAL GROUP, LLC | $500 million | 25 | 20+ years |
Financial Services Offered
The HACKETT FINANCIAL GROUP, LLC offers a wide range of financial services to help clients reach their financial goals.
These services include:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The HACKETT FINANCIAL GROUP, LLC serves a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Trusts
- Foundations
- Businesses
Fees & Compensation
The fees for services provided by the HACKETT FINANCIAL GROUP, LLC are based on a percentage of assets under management.
There are no additional fees for financial planning or investment management services. As a fee-only advisor, the
HACKETT FINANCIAL GROUP, LLC does not receive any compensation from third parties for recommending or selling specific
products or investments. This ensures that their recommendations are always in the best interest of their clients.
Background
The HACKETT FINANCIAL GROUP, LLC was founded by John Hackett, a leading financial advisor with over 25 years of experience
in the industry. He is joined by a team of skilled advisors who are committed to helping clients achieve financial success.
Their strong expertise and dedication have earned them numerous accolades and recognition in the financial industry.
Financial Advisor Disclosures to Know
When seeking financial advice, it is important for clients to be aware of any potential conflicts of interest or disciplinary
history of their advisor. The HACKETT FINANCIAL GROUP, LLC is proud to maintain a clean record and has no disclosures on
file, ensuring that their clients can trust their advice and recommendations without any reservations.