Stephanie Hancock
Stephanie Hancock is a CFP-designated registered investment advisor at Hancock Wealth Advisory, based in Los Angeles, CA, with 31 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
Hancock Wealth Advisory charges either an hourly rate of $350 or a fixed fee ranging from $250 to $10,000 for financial planning and consulting services. The fixed fee depends on the scope and complexity of the services provided.
Location
Los Angeles, CA
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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 ActivitiesSells Insurance
Stephanie is a registered investment advisor with Hancock Wealth Advisory since 2002 and sells non-variable insurance outside of LPL, dedicating minimal time to it. She also owns rental real estate and is a business owner with College AidWorks, spending a few hours per week on the latter.
Employment History
Current Registrations
Hancock Wealth Advisory
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Capital Intelligence Advisors, INC.
Mutual Service CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
The Great-West Life Assurance CompanyBroker
State Registrations10 states
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