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HACKETT FINANCIAL GROUP, LLC

WIMBERLEY, TX · CRD 141656 · IAPD ↗ · (512) 847-0630

$159.1MRegulatory AUM
2Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
February 2026 — HACKETT FINANCIAL GROUP, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
June 2025 — HACKETT FINANCIAL GROUP, LLC (WIMBERLEY, TX) is newly SEC-registered with $133.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.