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SP
CFP
SP
CFP
Stacey Panenhanouvong
Hcr Wealth Advisors
9 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Financial Planning & Coaching
Retirement Planning
Tax Planning
Estate Planning
Insurance Planning
High Net Worth
Hcr Wealth Advisors
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
10 advisors
Number of Clients
943 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.7B
Fee Structure
Minimum Investment:
$500K
Investment Management
Planning
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Location
10866 Wilshire Blvd., Suite 1600, Los Angeles, CA, 90024
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Criminal
October 2011
Final Disposition
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Hcr Wealth Advisors
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Validus Capital LLC
April 2023 - June 2024 · 1 yr 2 mos
Charles Schwab & CO., INC.
December 2015 - September 2022 · 6 yrs 9 mos
Charles Schwab & CO., INC.
Broker
November 2015 - September 2022 · 6 yrs 10 mos
State Registrations
1 state
CA
Advisor
Exams
No exam information available for this advisor.