Five Star award winner Scott G. Hackett, CFP®

PROFESSIONAL PROFILE

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Scott G. Hackett, CFP^®

Managing Principal

Hackett Financial Group LLC

840 E Summit Dr

Wimberley, TX 78676

Office: 512-847-0630

scott@hackettfinancialgroup.com
www.hackettfinancialgroup.com

Professional Approach

Mr. Hackett is a certified financial planner, founder and owner of the Hackett Financial Group, LLC, (HFG) an independent fee only Registered Investment Advisory firm. Mr. Hackett is also an independent insurance agent. Over the past several years, Scott has served as the president of the Rotary Club of Wimberley, president of the Wimberley Business & Professional Association (www.wimberleybpa.com), as treasurer and board member for the Wimberley Chamber of Commerce ( www.wimberley.org ), as a board member for the Wimberley Valley Habitat for Humanity (www.wimberleyhabitat.org), Woodcreek Men's Golf Association and the Wimberley Community Tennis Association. Scott attends Cypress Creek Church in Wimberley.

Scott graduated from the University of Texas, earning a bachelor's degree in business administration with a concentration in finance. Scott completed his graduate coursework in personal financial planning at Saint Edwards University in Austin. Scott is a member of the Financial Planning Association (FPA).

Prior to founding the Hackett Financial Group, LLC, Scott was the director of membership operations and health information technology at the Texas Medical Association in Austin. Scott is the proud father of three children. Wesley earned his bachelor of science degree in economics from the University of Texas at Austin and is currently working for DELL. Courtney earned her accounting degree at the University of Texas at San Antonio and is currently working for Charles Schwab in Austin, Texas. Cody attended the University of Texas at San Antonio and currently is working with cyber security and technology firms in the Austin area.

See Accomplishments

This award was issued on 7/1/24 by Five Star Professional (FSP) for the time period 10/10/23 through 4/30/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1400 Austin, San Antonio and Central Texas-area wealth managers were considered for the award; 90 (6% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 1,251, 79, 6%, 7/1/23, 11/14/22 - 5/5/23; 2022: 1304, 90, 7%, 7/1/22, 9/20/21 - 4/8/22; 2021: 1233, 118, 10%, 7/1/21, 9/14/20 - 4/30/21; 2020: 1254, 124, 10%, 7/1/20, 9/30/19 - 4/17/20; 2019: 1204, 178, 15%, 7/1/19, 10/15/18 - 4/26/19; 2018: 1102, 161, 15%, 7/1/18, 10/30/17 - 5/21/18; 2017: 1431, 207, 14%, 7/1/17, 10/27/16 - 5/23/17; 2016: 1283, 351, 27%, 6/1/16, 12/8/15 - 5/20/16; 2015: 1968, 374, 19%, 7/1/15, 9/30/14 - 5/15/15; 2014: 2794, 357, 13%, 7/1/14, 9/30/13 - 5/15/14; 2013: 2254, 399, 18%, 8/1/2-13, 5/13/13 - 7/1/13; 2012: 1673, 392, 23%, 7/1/12, 9/30/11 - 5/15/12.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.