Hankinson Wealth Management, Inc.

Hankinson Wealth Management, Inc. (CRD# 116565) is a financial advisory firm headquartered in Augusta, GA. They manage $38,517,481 in 36 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $1,069,930
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, LA, SC, TX

Financial Advisors at Hankinson Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
James W. Hankinson
CRD#: 2721226
1259 Greene Street, Augusta, GA 30901
96
Wealthminder
score

James Hankinson (CRD# 2721226) is an Investment Advisor Representative working at Hankinson Wealth Management, Inc. in Augusta, GA and has over 20 years of experience in the finance industry. James Hankinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Benjamin C. Hankinson
CRD#: 3174498
1259 Greene Street, Augusta, GA 30901
93
Wealthminder
score

Benjamin Hankinson (CRD# 3174498) is an Investment Advisor Representative working at Hankinson Wealth Management, Inc. in Augusta, GA and has over 17 years of experience in the finance industry.

3
Whitner W. Hankinson
CRD#: 235825
1259 Greene Street, Augusta, GA 30901
86
Wealthminder
score

Whitner Hankinson (CRD# 235825) is an Investment Advisor Representative working at Hankinson Wealth Management, Inc. in Augusta, GA and has over 34 years of experience in the finance industry. Whitner Hankinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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