Hannegan Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,789,860
Clients
8
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
LowAverage account size
$223,733
About
Hannegan Wealth Management, LLC provides investment management and financial planning services to individuals, high‑net‑worth clients, and corporations or other businesses, overseeing approximately $1.79 million in discretionary assets across eight client relationships. Offerings include tailored portfolio management, comprehensive financial plans (fixed‑fee or hourly), ongoing planning engagements, and facilitation of sub‑advisor relationships for model portfolio implementation.
The firm’s investment process blends fundamental analysis and Modern Portfolio Theory with a primarily passive implementation that uses index mutual funds and ETFs; HWM also leverages third‑party managers (GeoWealth Management and XY Investment Solutions) to implement model allocations. Clients may be managed on a discretionary or non‑discretionary basis, and HWM documents investment policy statements, conducts periodic reviews, and provides quarterly oversight of managed accounts.
Noteworthy among peers, HWM maintains an affiliation with an accounting practice (Shawn P. Hannegan CPA, LLC d/b/a Hannegan & Associates) and discloses mutual referral activity while stating it does not accept referral compensation; the brochure notes the accounting practice accounts for roughly 75% of the principal’s time. The firm also explicitly serves corporate/business accounts in addition to individuals — a service line that is less common for independent advisers of this size — and typically relies on outside managers for trading and model execution.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Wealth management
Fee options
Financial planning fixed fees between $500 and $4,500, negotiable.
$0 - $250,000: 1.25% $250,001 - $750,000: 1.00% $750,001 - $1,500,000: 0.75% $1,500,001 - $3,000,000: 0.50% $3,000,001+: Negotiable
$250 per hour for financial planning engagements, negotiable.
Ongoing planning fees ranging from $250-$750 per month or $750-$2,250 per quarter, negotiable.
Fee-only: Financial planning fixed fees range from $500 to $4,500; hourly fees at $250 per hour; ongoing planning fees $250-$750/month or $750-$2,250/quarter.
Main office location
Hannegan Wealth Management, LLC
180 Barnwood Drive
Edgewood KY 41017, United States
Number of offices
2
Most active in
Hannegan Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Kentucky · Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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