About Hassell Wealth Management
<p>Founded in 2018, Hassell Wealth Management works with retirement plan sponsors and individuals across Louisiana’s Gulf Coast from offices in Houma, Baton Rouge, and Metairie.</p> <p>The firm is a fee-only Registered Investment Adviser and acts as a fiduciary. Its team includes CFP® and CLU® professionals who help pre-retirees, retirees, business owners, and mid-career professionals with financial planning and investment management.</p> <p>For employer plans, Hassell Wealth Management provides 3(21) fiduciary support, including guidance on investment selection and ongoing monitoring. Plan services can include 401(k) plan assistance and pension consulting, along with coordination around employer retirement plan decisions.</p> <p>What sets the firm apart is its blend of personal financial planning and retirement plan work under a fee-only, fiduciary model, which keeps advice aligned with client objectives.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services as a 3(21) fiduciary</li> <li>401(k) plan assistance and support for employer retirement plans</li> <li>Pension consulting</li> <li>Planning for Roth IRAs and inherited IRAs</li> <li>Investment management and ongoing plan/portfolio reviews</li> </ul>
Website: https://www.hassellwealth.com/
Founded: 2018
Office Locations
- Houma, LA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| DANOS, LLC 401(K) RETIREMENT PLAN | DANOS, LLC, LA | $60M | 1,969 |