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Alexandra Hassell

Investment adviser representative at Hassell Wealth Management
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$387.4MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

13 years in the industry.

  1. Hassell Wealth ManagementAug 2018 to now
  2. LPL Financial, LLCMay 2013 to Dec 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015

State registrations

Registered as an investment adviser representative in 2 states (LA, TX).

Hassell Wealth Management

Legal name: Hassell Wealth Management, L.L.C.

$387.4MAssets managed
414Clients
5Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5654059
Firm CRD
297892
Advisor's SEC record (opens in a new tab)
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