Updated November 20, 2023
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Hanke & Co. Wealth Management, LLC

Investment Advisor Firm
Total assets under management$97M
Years in business7+

About Hanke & Co. Wealth Management, LLC

Hanke & Co. Wealth Management, LLC is a financial advisory company focusing exclusively on working with individuals and families. As trusted long-term advisors, their main goal is to educate and simplify the complexities of finance for their clients. Doing so, they help clients make sound decisions that protect their financial resources during both market contractions and expansions.

One of the key aspects of Hanke & Co. Wealth Management's approach is getting to know their clients individually. They take the time to understand their clients' needs, desires, and life goals to create personalized plans that help them achieve and maintain the financial resources necessary to fulfill those goals.

Being independent and fee-based sets Hanke & Co. Wealth Management apart from other financial advisory firms. They are not driven by sales goals or influenced by shareholders, which allows them to prioritize their clients' financial well-being above all else. And as fiduciaries, they are legally obligated to act in their clients' best interests.

The longevity of client relationships speaks volumes about Hanke & Co. Wealth Management's reputation. Many clients have stayed with the company for generations, with married grandchildren now among the 90 traditional and non-traditional families they advise. This loyalty can be attributed to several factors. Firstly, all clients work with two Certified Financial Planners (CFPs), which provides a broader support base for their various needs, opportunities, and personal values. This includes catering to socially conscious investing preferences when applicable. Furthermore, Hanke & Co. defines itself as a financial planning practice rather than just an investment management service. This dedication to ongoing holistic financial planning ensures that every aspect of a client's financial situation is considered and accounted for.

As an independent registered investment advisor (RIA) operating as a personal fiduciary, Hanke & Co. prioritizes client-centered care based on an SEC-defined standard. In addition to this commitment, they utilize the custodial services of Charles Schwab & Co., who also perform fiduciary duties for their clients. Lastly, Hanke & Co. Wealth Management stands out from traditional Wall Street firms because they avoid conflicts of interest. They are free from the influence of sales managers, outside owners, commissions, and hidden fees that may compromise the best interests of their clients.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Investment Management

More about Hanke & Co. Wealth Management, LLC

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
2853152

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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