HANCOCK WEALTH ADVISORY

Overview

Hancock Wealth Advisory operates as a sole proprietorship focused on fee-for-service financial planning and insurance solutions. The firm is set up as an individual-owned adviser that also functions as a registered representative of a broker-dealer and as an insurance broker, which means its adviser work is centered on planning engagements while product placement can include commissionable insurance and brokerage products. Fee arrangements are hourly or fixed-fee, indicating a planning-first model rather than an asset-based advisory business. Investment activity centers on a mix of traditional pooled products and private-market allocations. The firm uses mutual funds and corporate debt for core portfolio exposure and places client capital into alternatives such as private placements, direct real estate interests, commodities, and oil & gas opportunities. Hancock Wealth Advisory does not identify as an active ESG investor and is not listed as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices