Abigail Phillips Hasling
CFP®Professional Summary
Abigail Phillips Hasling, CFP®, who also goes by Abigail Christine Phillips, Abby Phillips, is a registered financial advisor currently at ASPEN WEALTH MANAGEMENT, LLC located in Fort Worth, Texas. Abigail is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Abigail has worked at 4 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Financial Planning
- Estate & Legacy Planning
- Education Funding
- Investment Management
Specializations
Other Aliases
Abigail Christine Phillips, Abby Phillips
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
ASPEN WEALTH MANAGEMENT | HELEN STEPHENS GROUP, LLC | HELEN STEPHENS GROUP | ASPEN WEALTH MANAGEMENT, LLC
Contact Information
Main Address
4200 S. Hulen St. Suite 422, Fort Worth, TX 76109Phone Number
(817) 546-6353# of Employees
9SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,121AUM (Assets Under Management)
$657,825,724Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
ASPEN WEALTH MANAGEMENT | HELEN STEPHENS GROUP, LLC | HELEN STEPHENS GROUP | ASPEN WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(2/25/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Abigail Phillips Hasling's CRS (Customer Relationship Summary).
Services Offered by Abigail
- Retirement Planning
- Financial Planning
- Estate & Legacy Planning
- Education Funding
- Investment Management
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