HANKINSON WEALTH ADVISORS LLC

Overview

Hankinson Wealth Advisors LLC is an independent registered investment adviser that serves individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm operates on a fee model that combines a percentage of assets under management with fixed fees, and it manages client relationships on a discretionary basis. Its filings show a clear preference for packaged public investment vehicles — primarily mutual funds — as the backbone of client portfolios, with tactical allocations to alternative exposures such as digital currency through third‑party managers. The firm does not market itself as an ESG specialist and is not structured as a multi‑state or pension consultant adviser. Its affiliation with accounting professionals suggests it coordinates tax and reporting matters with outside accountants or integrates accounting input into client planning. As an independent RIA owned by an individual, Hankinson Wealth Advisors focuses on delivering managed solutions for private clients rather than operating as a multi‑product capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices