JH

Jeffrey Douglas Hackett

9 Years of Experience

Firm Information

Compensation
Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+0.99%

Fee may be negotiable at the sole discretion of PWA.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$99
Hourly Rate:Up to $350/hr

PWA's fees are based on fixed fees and solicitor fees from third-party money managers. The third-party money management service fees are 0.99% of assets under management, and this fee may be negotiable. Financial consulting flat fees are offered at $350 per hour. Fixed fee services are offered based on a Strategic Advanced Wealth Management Membership for $99 per month.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
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Advisor Information

Office location

Magnolia, TX

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Provident Wealth Advisors, LLC
August 2025 - Present · 5 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - August 2025 · 5 mos
Fidelity Personal and Workplace Advisors
August 2021 - March 2025 · 3 yrs 7 mos
Fidelity Brokerage Services LLCBroker
August 2021 - August 2025 · 4 yrs
Morgan Stanley Broker
October 2018 - July 2020 · 1 yr 9 mos
Morgan Stanley
October 2018 - July 2020 · 1 yr 9 mos
J.P. Morgan Securities LLC
December 2017 - October 2018 · 10 mos
J.P. Morgan Securities LLC Broker
December 2017 - October 2018 · 10 mos
Wells Fargo Clearing Services, LLC
July 2016 - November 2017 · 1 yr 4 mos
Wells Fargo Clearing Services, LLC Broker
June 2016 - November 2017 · 1 yr 5 mos
VALIC Financial Advisors, INC. Broker
November 2014 - April 2016 · 1 yr 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Jeffrey Douglas Hackett - Financial Advisor | AdvisorDiscover