Hubbell Strickland Wealth Management, LLC

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Client assets under management

$556,701,388

Clients

444

36% high-net-worth

Advisors

of 3 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

148

Very High

Average account size

$1,253,832

About

Hubbell Strickland Wealth Management provides investment management, financial planning, and consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations and businesses. The firm reports managing approximately $618 million in client assets across discretionary and non‑discretionary mandates and delivers wealth management services alongside standalone planning and retirement-plan consulting.

HSWM typically constructs portfolios using mutual funds, ETFs, ETNs, individual equity and debt securities, options, alternative assets and digital assets, and applies fundamental analysis together with asset allocation to align portfolios with clients’ risk tolerances and time horizons. The firm may allocate portions of client assets to independent managers, advise on held-away investments (including employer plan and insurance products), and monitors accounts on an ongoing basis.

The firm’s ownership is organized through principals’ limited‑liability holding companies and it discloses an affiliation with a law firm, an arrangement that is uncommon among similar team firms. HSWM also notes that certain supervised persons act as registered representatives of a broker‑dealer and as a licensed insurance agent, and that it received formation assistance and ongoing software/support from a custodian, all disclosures the firm identifies as potential conflicts it manages in its policies.

Client services

Financial planning Portfolio management

Expertise

Wealth management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.75% $2,500,001+: Negotiable

Commissions

Certain supervised persons offer securities brokerage and insurance products under separate commission-based arrangements

Other

Fee-only: Financial planning and consulting fees generally range from $1,000 to $25,000, fixed and negotiable; retirement plan consulting fees up to $25,000, fixed and negotiable

Main office location

Hubbell Strickland Wealth Management, LLC

1100 Poydras Street, Suite 2010

New Orleans LA 70163, United States

Number of offices

Most active in

Colorado · Florida · Georgia · Louisiana · Mississippi · North Carolina · Tennessee · Texas · Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 504-832-3921

Advisors at this firm

Carson S

CFP®, Series 63

New Orleans, LA

Hubbell Strickland Wealth Management, LLC

Carson Strickland is a CFP® with 14 years of industry experience, currently serving as an advisor at Hubbell Strickland Wealth Management, LLC since 2019. Prior to this, he worked at Stokes and Hubbell Capital Management LLC and Purshe Kaplan Sterling Investments. Hubbell Strickland Wealth Management oversees approximately $540 million for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a long-term, fundamentally driven investment process focused on asset allocation and research to tailor portfolios to clients’ risk tolerance and time horizon.

Wealth management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Todd H

CFP®, Series 63

New Orleans, LA

Hubbell Strickland Wealth Management, LLC

Todd Hubbell is a CFP® with 15 years of industry experience, currently serving at Hubbell Strickland Wealth Management, LLC in New Orleans, LA. He has been affiliated with Stokes and Hubbell Capital Management LLC and Purshe Kaplan Sterling Investments since 2014. Hubbell Strickland Wealth Management manages approximately $540 million across more than 400 client relationships, including individuals, trusts, charitable organizations, and retirement plans. The firm follows a long-term, fundamentally driven investment approach focused on asset allocation and research, utilizing a range of securities and occasionally independent managers for active portfolio management.

Wealth management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Steven H

CFP®, Series 63

New Orleans, LA

Hubbell Strickland Wealth Management, LLC

Steven Hubbell is a CFP® with 41 years of industry experience, currently serving as an advisor at Hubbell Strickland Wealth Management, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments and Stokes & Hubbell Capital Management. Hubbell serves on the board of Catholic World View and is a member of the investment committee for The Dominican Sisters of St. Cecilia Congregation. Hubbell Strickland Wealth Management oversees approximately $540 million across more than 400 client relationships, offering financial planning, investment management, and retirement plan consulting. The firm employs a long-term, fundamentally driven investment approach focused on asset allocation and research, tailoring portfolios to individual client risk tolerance and time horizons.

Wealth management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

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