HASSELL WEALTH MANAGEMENT, L.L.C.

Item 1 – Cover Page Form ADV Part 2A Brochure Hassell Wealth Management, LLC 300 Lafayette Street, Suite 200 Houma, LA 70360 (985) 868-9881 www.hassellwealth.com March 21, 2025 This Brochure provides information about the qualifications and business practices of Hassell Wealth Management, LLC. If you have any questions about the contents of this Brochure, please contact us at (985) 868-9881. The information in this Brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Hassell Wealth Management, LLC is a registered investment adviser. Registration as an investment adviser does not imply any level of skill or training. The oral and written communications of an adviser provide you with information from which you can determine whether to hire or retain an adviser. i       Item 2 – Material Changes This Brochure dated March 21, 2025, represents the annual amendment to the Brochure for Hassell Wealth Management, LLC (HWM). Since the filing of the firm’s annual update Brochure dated March 1, 2024, subsequently amended September 17, 2024 and November 30, 2024, we have made various minor updates but no material changes were made. Pursuant to regulatory requirements, we will deliver to you a summary of any material changes to this and subsequent Brochures within 120 days of the close of our fiscal year. We may further provide other ongoing disclosure information about material changes as necessary. All such information will be provided to you free of charge. Currently, our Brochure may be requested by contacting us at (985) 868-9881. Additional information about HWM is also available via the SEC’s web site www.adviserinfo.sec.gov. The SEC’s web site also provides information about any persons affiliated with HWM who are registered as investment adviser representatives of the firm. ii       Item 3 - Table of Contents Item 1 – Cover Page ....................................................................................................................................... i Item 2 – Material Changes ............................................................................................................................ ii Item 3 - Table of Contents ........................................................................................................................... iii Item 4 – Advisory Business .......................................................................................................................... 1 Item 5 – Fees and Compensation .................................................................................................................. 3 Item 6 – Performance-Based Fees and Side-By-Side Management ............................................................. 5 Item 7 – Types of Clients .............................................................................................................................. 5 Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss ....................................................... 5 Item 9 – Disciplinary Information ................................................................................................................ 6 Item 10 – Other Financial Industry Activities and Affiliations .................................................................... 6 Item 11 – Code of Ethics .............................................................................................................................. 7 Item 12 – Brokerage Practices ...................................................................................................................... 7 Item 13 – Review of Accounts ...................................................................................................................... 9 Item 14 – Client Referrals and Other Compensation .................................................................................. 10 Item 15 – Custody ....................................................................................................................................... 11 Item 16 – Investment Discretion ................................................................................................................. 11 Item 17 – Voting Client Securities .............................................................................................................. 11 Item 18 – Financial Information ................................................................................................................. 12 Brochure Supplement(s) iii       Item 4 – Advisory Business Hassell Wealth Management (HWM) (CRD # 297892) is registered as an investment adviser with the U.S. Securities and Exchange Commission. HWM is based in Louisiana and is organized as a limited liability company under the laws of the State of Louisiana. HWM’s principal office and place of business is located at 300 Lafayette Street, Suite 200, Houma, LA, 70360. Regular business hours are Monday through Friday 8:00 am to 3:00 pm. The firm can be contacted by phone at (985) 868-9881. The firm is owned by John T. Hassell and Stephen K. Hassell. Stephen K. Hassell is the firm’s Chief Compliance Officer. HWM provides general wealth management services to individual investors including portfolio management services and financial planning services. The firm also provides retirement plan services to businesses and other institutional investors. Investment Management Services HWM provides ongoing discretionary portfolio management services to individuals, families and businesses. When providing portfolio management services, the firm not only makes recommendations related to investments and outside managers, but also implements these recommendations and provides ongoing monitoring and reporting. More specifically, HWM will assist the client in assessing their current financial situation, financial goals and attitudes towards risk, and will then recommend an appropriate asset allocation. Once an asset allocation is approved by a client, the individual portfolios will be managed by the firm on a discretionary basis where clients give the firm discretion to make all investment related decisions. Portfolios will be invested in a variety of investment classes, including stocks, bonds, mutual funds, and exchange traded funds, among others. Financial Planning Services Additionally, HWM provides project oriented and ongoing financial planning services to individuals and families where the firm offers advice or other strategic assistance in areas such as education funding, retirement planning, estate planning, risk management, employee benefits planning, tax planning, etc. When engaged to provide financial planning assistance, clients are responsible for determining whether or not to implement a recommendation, and if they decide to do so, are responsible for implementation. The details of an engagement vary on a case by case basis depending on the complexity of the 1       client’s financial situation. Generally, however, an engagement involves identification of goals and objectives, collection and analysis of data, formulation of a strategy, and preparation of a written plan. Retirement Plan Services HWM also provides retirement plan services to businesses which may include plan level services such as discretionary management services, non-discretionary management services, and investment advisory/consulting services related to different types of retirement plans. When providing management services, the firm is responsible for implementing recommendations. When the firm is providing advisory services, the client is responsible for implementation of recommendations. Regardless of the services provided, each is tailored to the individual needs of a particular client (whether an individual, a family, or a business) through an assessment conducted prior to an engagement. Clients may impose restrictions related to the level of discretion granted, the types of investments used, etc. Terms of an actual engagement, including description of service, limitations and restrictions, fees, etc., are all detailed before any engagement begins in a written client agreement. Because HWM is a registered investment adviser, we are required to meet certain fiduciary standards when providing investment advice to clients. Additionally, when we provide investment advice related to a retirement plan account or an individual retirement account, we are considered fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. As such, we are required to act in your best interest and not put our interest ahead of yours, even though our compensation creates some conflicts with your interests in that the more you have us manage, the more we can earn. Our clients, however, are under no obligation to use services recommended by our associated persons. Furthermore, we believe that our recommendations are in the best interests of our clients and are consistent with our clients’ needs. As of December 31, 2024, HWM managed $348,596,307 in assets, all of which was managed on a discretionary basis. 2       Item 5 – Fees and Compensation Investment Management Services Investment management services are packaged so that clients will receive portfolio management, custodial, reporting, and clearing services for one all-inclusive fee. Depending on the custodian relationship utilized by the client, brokerage charges may also be included in this fee. Annual fees range up to 1.80% depending upon the market value of the assets under management. Accounts are grouped by household for the purpose of determining applicable fee levels noted in the schedule below. The firm’s standard fee schedule is as follows: Assets Under Management Annual Fee First $100,000 1.80% Next $300,000 1.65% Next $350,000 1.25% Next $250,000 1.00% Next $2,000,000 0.75% Next $7,000,000 0.60% Next $5,000,000 0.50% Amounts Over $15,000,000 0.25% Fees are generally calculated and charged quarterly in advance based on the period ending balance of the preceding quarter. Fees for partial quarters are prorated based on the number of days assets are under management. Fees are typically deducted directly from the client’s account. Investment management services may be terminated by either party at any time with written notice to the other party. Upon termination, fees will be prorated through the end of the asset transfer date and any unearned prepaid fees will be refunded. Investment management fees may or may not include brokerage charges depending on the custodian used. Investment management fees are separate from charges that may be imposed by third parties, such as custodial fees, expense or other charges imposed directly by mutual funds or exchange traded funds, margin costs, deferred sales charges, odd-lot differentials, transfer 3       taxes, wire transfer and electronic fund transfer fees, and other fees and taxes on brokerage accounts and securities transactions. For our clients’ accounts where brokerage charges are included, the applicable custodian charges an asset based fee that covers trading fees and custody services. HWM has chosen to absorb these costs that would otherwise be paid by the client. Fees applicable to our client accounts were negotiated based on the condition that our clients collectively maintain a certain level of assets at the custodian. We feel this commitment benefits you because we expect the overall rates for fees you pay will be lower than they might be otherwise. Financial Planning Services Fees charged for financial planning services are quoted in advance and charged at a fixed amount, but generally start at $2,400 for projects and at $200 per month for ongoing engagements. Quoted fixed fees will be based on the complexity and level of service provided on a case by case basis. As mentioned above, services may include planning in areas such as education funding, retirement planning, estate planning, risk management, employee benefits planning, tax planning, etc. Since each of these areas can vary in complexity depending on the complexity of the client’s financial situation, cost will vary as well. If the client engages HWM for additional investment advisory services, HWM may offset all or a portion of its fees for financial planning services. One time project fees are generally billed directly to the client in arrears, although a portion of which may be billed in advance. Fees for ongoing engagements are generally billed directly to the client monthly in advance. Services may be terminated at any time by either party with written notice to the other party, and fees will be prorated based on the degree to which services have been completed. Any payments made in advance will be prorated and any unearned fees will be refunded to the client. All financial planning fees paid to HWM are separate and unrelated to any fees or expenses assessed by any broker, custodian, or other outside party. Retirement Plan Services Fees charged for retirement plan services may be charged in advance or in arrears depending on the service provided. Fees may be fixed or asset-based (not to exceed 1.0% annually when charged against plan assets) and are negotiable depending on the complexity of the service. Fee levels (whether fixed or asset-based) are primarily based on actual services to be provided. 4       Fees may be deducted directly from client accounts on a quarterly basis, or clients may elect to alternatively pay fees by check or wire transfer. Services may be terminated at any time by either party with written notice to the other party, and fees will be prorated accordingly. Any payments made in advance will be prorated through the end of the asset transfer date and unearned fees will be refunded to the client. All retirement plan fees paid to HWM are separate and unrelated to any fees or expenses assessed by any broker, custodian, or other outside party. Item 6 – Performance-Based Fees and Side-By-Side Management HWM does not charge performance-based fees (fees based on a share of capital gains on or capital appreciation of the assets of a client), and consequently does not simultaneously manage performance-based and non-performance based accounts. Item 7 – Types of Clients HWM provides services to individuals, businesses and retirement plans. For its investment management services, HWM may impose a minimum fee for establishing or maintaining a client’s account, but the firm reserves the right to waive minimums or decline engagements at its discretion. Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss HWM’s general investment strategy, consistent with the tenets of modern portfolio theory, is to attempt to reduce risk and volatility by building globally diversified portfolios. To implement this strategy, HWM primarily uses fundamental security methods of analysis, as well as market trend and economic cycle analysis. HWM may use or recommend various other investment vehicles or outside investment managers in the implementation of our strategies. Strategies may also include long-term purchases (securities held at least a year), short-term purchases (securities sold within a year), trading (securities sold within 30 days), margin and options. Information about strategies used by 5         outside investment managers can be found in the applicable manager’s Form ADV Part 2 Disclosure Brochure which is available upon request. Investing in securities involves risk of loss that clients should be prepared to bear. Such risks include market risk, interest rate risk, currency risk, political risk, and loss of capital, among others. Additionally, certain trading strategies can affect investment performance through increased brokerage and other transactions. Each client’s propensity for risk however is thoroughly evaluated, documented, and considered throughout the portfolio implementation process. Although HWM intends to manage risk though the careful selection of investments, no investment strategy can ensure a profit or avoid a loss. Item 9 – Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that would be material to the evaluation of the firm or the integrity of its management. HWM is currently not subject to, nor has ever been subject to, any legal or disciplinary events of a material nature. Item 10 – Other Financial Industry Activities and Affiliations HWM also periodically provides clients with advice and recommendations related to insurance products. Some associated persons of HWM are licensed insurance agents and previously represented various insurance companies. Although insurance product placed through associated persons previously generated standard and customary insurance commissions and other compensation, a portion of which was received by associated persons of HWM, neither the firm nor its associated persons currently accept such compensation. Clients may use any insurance firm or agent they choose. We may however provide limited assistance in order to help simplify the implementation of various wealth management strategies. HWM does not participate in any other financial industry activities and has no other financial industry affiliations. 6       Item 11 – Code of Ethics Code of Ethics HWM has adopted a Code of Ethics expressing the firm's commitment to ethical conduct. The HWM Code of Ethics describes the firm's fiduciary duties and responsibilities to clients, and details practices for reviewing the personal securities transactions of supervised persons with access to client information. The Code also requires compliance with applicable securities laws, addresses insider trading, and details possible disciplinary measures for violations. HWM will provide a complete copy of its Code of Ethics to any client upon request to the Chief Compliance Officer. Trading Conflicts of Interest Individuals associated with HWM are permitted to buy or sell securities for their personal accounts identical to or different than those recommended to clients. However, no person employed by HWM is allowed to favor his or her own interest over that of a client or make personal investment decisions based on the investment decisions of advisory clients. In order to address potential conflicts of interest, HWM requires that associated persons with access to advisory recommendations provide annual securities holdings reports and quarterly transaction reports to the firm's Chief Compliance Officer. HWM also requires prior approval from the Chief Compliance Officer for investing in any IPOs or private placements (limited offerings). Item 12 – Brokerage Practices The Custodian and Brokers We Use We do not maintain possession of client assets. Instead, we require all client assets be maintained in an account at a non-affiliated “qualified custodian,” generally a broker-dealer or bank. We are not affiliated with any particular custodian but instead all custodians are independently owned and operated. The custodian will hold your assets in a brokerage account and will be able to buy and sell securities on your behalf. 7       While we may recommend that you use a particular custodian/broker, you will ultimately decide whether to do so and will open your account with the custodian/broker by entering into an account agreement directly with one of them. How We Select Custodians and Brokers When recommending a custodian or broker for our clients, we consider many different factors including quality of service, types of services offered, overall capability, execution quality, competitiveness of transaction costs, availability of investment research, reputation of the firm, and financial resources, among other things. In determining the reasonableness of a broker’s compensation, we consider the overall cost to you relative to the benefits you receive, both directly and indirectly, from the broker. Your Brokerage and Custody Costs Our clients receive various services directly from our custodians. For some of our clients’ accounts that they maintain, the custodian charges an asset based fee that covers trading fees and custody services. As part of that payment arrangement, HWM has chosen to absorb these costs that would otherwise be paid by the client. Fees applicable to our client accounts were negotiated based on the condition that our clients collectively maintain a certain level of assets at the custodian. We feel this commitment benefits you because we expect the overall rates you pay for fees will be lower than they might be otherwise. Since custodians often charge clients a fee for each trade that we have executed by a different broker-dealer, we have the custodians execute most trades for your account in order to minimize your trading costs. We have determined that having the custodians execute most trades is consistent with our duty to seek “best execution” of your trades. Best execution means seeking the most favorable terms for a transaction based on all relevant factors, including those listed above. Products and Services Available to Us from Brokers/Custodians The custodians provide us and our clients with access to its institutional brokerage services like trading, custody, reporting, and related services, many of which are not typically available to retail customers. The custodians also make available various support services, some of which may help us manage or administer our clients’ accounts, while others may help us manage and grow our business. Other institutional brokerage services which benefit you directly include access to a broad range of investment products, execution of securities transactions, and asset custody. The investment 8       products available through the custodians include some to which we might not otherwise have access or that would require a significantly higher minimum initial investment by our clients. The custodians may also make available to us other products and services that benefit us but may not directly benefit you or your account. These products and services assist us in managing and administering our clients’ accounts. They include investment research, both the custodians’ own and that of third parties. We may use this research to service all or a substantial number of our clients’ accounts, including accounts not maintained at the custodians. In addition to investment research, the custodians also make available software and other technology that provide access to client account data, facilitates trade execution for multiple client accounts, provides pricing and other market data, facilitates payment of our fees from our clients’ accounts, and assists with back-office functions, recordkeeping, and client reporting. The custodians may also offer other services intended to help us manage and further develop our business. These services include educational conferences and events, consulting on technology, compliance, legal, and business needs, publications and conferences on practice management and business succession, and access to employee benefits providers, human capital consultants, and insurance providers. The availability of these services from the custodians benefits us because we do not have to produce or purchase them. Of course, this may give us an incentive to recommend that you maintain your account with a particular custodian based on our interests rather than yours, which is a potential conflict of interest. We believe, however, that our recommendation of a custodian is in the best interests of our clients, and is primarily supported by the scope, quality, and price of the custodian’s services and not the custodian’s services that benefit only us. Aggregation of Transactions HWM will, from time to time, aggregate client orders into blocks in order to facilitate more efficient account management and execution. When aggregating orders, an average price is given to all participants in the block, or other measures are taken, in order to treat all accounts fairly. Item 13 – Review of Accounts Review of Accounts Accounts are generally reviewed on a weekly, monthly, quarterly, semi-annual basis, or annual basis depending on the type of account. Reviews may be general in nature, addressing investment objectives, risk tolerances or asset allocations, or they may be more detailed, 9       depending on circumstances. The level of detail of the review is generally triggered by factors such as market, political, or economic conditions, or the client's individual financial situation. Clients should notify the firm of any material personal financial changes. Regular Reports Provided to Clients In addition to the quarterly statements and confirmations of transaction that clients receive from the custodian, HWM may provide other reports directly to the client from time to time depending on the type of engagement. Investment management clients for example may receive periodic holdings and or performance related reports. Financial planning clients may receive a planning analysis but do not receive regular reports from HWM. HWM urges clients to carefully review custodial statements and compare them to the reports which we may provide. Item 14 – Client Referrals and Other Compensation HWM does not compensate any outside parties for client referrals, nor do we receive any compensation or non-cash economic benefit for client referrals. HWM may however compensate current or former representatives for client referrals. HWM does, however, receive economic benefits from our custodian in the form of the support products and services that are made available to us and to other independent investment advisors. These products and services, how they benefit us, and the related conflicts of interest are described in Item 12 above. The firm may also on limited occasions receive travel expense reimbursements for industry meetings related to market analysis, investment strategies, and practice management. The firm may also receive nominal expense reimbursements (e.g. food, beverage, etc.) from service providers participating in firm sponsored events. The availability to us of these economic benefits is not based on us giving particular investment advice, such as buying or recommending particular securities for our clients. Furthermore, our representatives are required to make all investment decisions and recommendations based solely on the interests of the applicable client. 10       Item 15 – Custody As noted in Item 12, HWM recommends that clients’ assets be held by a qualified custodian. Although we do not hold assets, we may have limited control in some instances to trade on your behalf, to deduct our advisory fees from your account with your authorization, or to request disbursements on your behalf (although various types of written authorizations are required depending on the type of disbursements). You will receive account statements directly from your custodian at least quarterly, which will be sent to the email or postal mailing address you provide. HWM urges clients to carefully review custodial statements and compare them to any account reports that we might provide. Item 16 – Investment Discretion HWM will accept discretionary authority to manage securities accounts on behalf of clients. We do not accept non-discretionary accounts. The firm and its clients may also delegate authority to outside managers. When granted authority to manage accounts, HWM customarily has the authority to determine which securities and the amounts that are bought or sold. Any discretionary authority accepted by HWM, however, is subject to the client’s risk profile and investment objectives and may be limited by any other limitations provided by the client in writing. Neither HWM nor outside managers will exercise discretionary authority until they have been given authority to do so in writing. Such authority is granted in the written agreement with the client, and in the written agreement with the third party custodian. Item 17 – Voting Client Securities HWM does not vote proxies on behalf of clients. 11       Item 18 – Financial Information Registered investment advisers are required in some cases to provide certain financial information and/or disclosures about their financial condition. For example, if the firm requires prepayment of fees for six months in advance, has custody of client funds, or has a condition that is reasonably likely to impair its ability to meet it contractual commitments to its clients, it must provide financial information and make disclosures. HWM has no financial or operating conditions which trigger such additional reporting requirements. 12