WH
CFP
WH
CFP

Wesley Hackney

12 Years of Experience
Marietta, GA

Wesley Hackney is a CFP-designated registered investment advisor at Marietta Wealth Management, LLC, based in Marietta, GA, with 12 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 429 clients with $970M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
429 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$974.4M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $4.0M0.70%
$4.0M - $5.0M0.60%
$5M+0.50%

The management fee within each tier is negotiable on a client-by-client basis depending on size, complexity, and nature of the assets managed.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

472 N. Sessions Street, Unit #24, Marietta, GA, 30060

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Marietta Wealth Management, LLC
October 2015 - Present · 10 yrs 6 mos
Previous Registrations
Henssler Financial
October 2013 - October 2015 · 2 yrs
State Registrations1 state
GA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Wesley Hackney - Financial Advisor | TrueAdvisor