# Hackett Financial Group, LLC

> Hackett Financial Group, LLC is an SEC-registered investment advisory firm in Wimberley, TX, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 141656
- Filed as: HACKETT FINANCIAL GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wimberley, TX
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/141656
- AdvisorCensus page: https://advisorcensus.com/firm/hackett-financial-group-llc-wimberley-tx-141656

## Quick answers

**How is Hackett Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hackett Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Hackett Financial Group, LLC located?**
Hackett Financial Group, LLC's principal office is in Wimberley, TX, according to its Form ADV.

**Is Hackett Financial Group, LLC registered with the SEC or a state?**
Hackett Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 141656.

**How much does Hackett Financial Group, LLC manage?**
Hackett Financial Group, LLC reports $159,133,568 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary).

**How have Hackett Financial Group, LLC's assets and staff changed since 2025?**
In the Form ADV data for Hackett Financial Group, LLC: Regulatory assets under management: $133,228,000 in the October 2025 data and $159,133,568 in the October 2026 data, up 19%. Total employees: 6 in October 2025 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hackett Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (206); high net worth individuals (46); corporations or other businesses not listed above (2).

**Which custodians does Hackett Financial Group, LLC use?**
Hackett Financial Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Hackett Financial Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/141656

**Does Hackett Financial Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 26, 2026 says: "We do not have a minimum account size for our asset management services."

**What changed in Hackett Financial Group, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $133,228,000 to $159,133,568 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Account minimum: None

> We do not have a minimum account size for our asset management services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $159,133,568
- Discretionary: $159,133,568
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 206 | $53,386,092 |
| High net worth individuals | 46 | $105,519,983 |
| Corporations or other businesses not listed above | 2 | $227,493 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 7 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hackettfinancialgroup.com
- Facebook @HACKETTFINANCIALGROUPLLC
- Instagram @hackettfinancialgroupllc
- LinkedIn @hackett-financial-group-LLC
- LinkedIn @scottghackettcfp®
- X @HACKETTFINGRP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $133,228,000 | 6 | May 23, 2025 |
| October 2026 | $159,133,568 | 7 | September 28, 2026 |

Regulatory assets under management: $133,228,000 in the October 2025 data and $159,133,568 in the October 2026 data, up 19%.
Total employees: 6 in October 2025 and 7 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $133,228,000 to $159,133,568 (+19%).

### February 2026
- Registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hackett Financial Group, LLC (CRD 141656): Form ADV filing data as of October 2026.