Danial Verhaalen is a registered investment advisor at Hackett Financial Group, LLC, based in Wimberley, TX, with 11 years of industry experience. Danial operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 254 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fee Estimator
Location
840 East Summit Drive, Wimberley, TX, 78676
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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 →Employment History
Current Registrations
Hackett Financial Group, LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Hackett Financial Group, LLC
Waddell & Reed
Waddell & ReedBroker
State Registrations1 state
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