Hancock Wealth Advisory offers financial planning and consulting services tailored to a client's financial situation, tax status, risk tolerance, and investment goals. These services include budgetary, estate, tax, and business planning. Hancock Wealth Advisory also provides financial consultation services on securities and non-securities topics via hourly or online meetings, including financial plan and portfolio reviews. The firm does not manage assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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.
One-Time Plan:$250 - $10,000
Hourly Rate:$350/hr
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