Erik
Drewry

Hackett Financial Group, LLC

CRD#7374505
Investment Advisor
in Wimberley, TX

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About this Advisor

Erik Drewry is a financial advisor based in Wimberley, Texas, working with Hackett Financial Group, LLC. Erik has previously worked at Ameriprise Financial Services, LLC, Lodestar International LLC, Hackett Financial Group LLC, Trio Advisors Longview LLC, and Trio Finance Longview, LLC. Erik has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Erik is part of Hackett Financial Group, LLC, which is located in Wimberley, Texas. The firm has 6 employees and manages assets totaling $133.2 million. Hackett Financial Group, LLC serves charitable organizations and high-net-worth individuals, offering services such as financial planning, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Hackett Financial Group, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

840 East Summit Drive
Wimberley, TX 78676

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Hackett Financial Group, LLC Brokerage Details

Total Assets Under Management

$133,228,000

TX Average: $3,042,739,679
Total Number of Employees

6

TX Average: 49
Total Number of Accounts

641

TX Average: 2,315
Average Account Size

$207,844

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Erik Drewry Work History

2024 - Present (1 year)

Trio Advisors Longview LLC

2024 - Present (1 year)

Trio Finance Longview, LLC

2022 - Present (3 years)

Hackett Financial Group LLC

2021 - 2022 (1 year)

Ameriprise Financial Services, LLC

2013 - 2020 (7 years)

Lodestar International LLC

Disclosures

Please visit the SEC profile of Erik Drewry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hackett Financial Group, LLC

Danial Verhaalen
Wimberley, TX
Erik Drewry
Wimberley, TX
Scott Hackett
Wimberley, TX

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