Abigail P. Hasling

ASPEN WEALTH MANAGEMENT

FORT WORTH, TX 76109

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CRD#: 6367906

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.

Core Areas of Focus

College/Education Planning

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Socially Responsible Investments

Special Needs Planning

Question & Answer

What are your service offerings?

Retirement Planning

Comprehensive Financial Planni...

Estate Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Abigail Christine Phillips | Abby Phillips

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abigail Phillips Hasling's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

February 25, 2026 - Present

ASPEN WEALTH MANAGEMENT, LLC

Office #1: 4200 S. Hulen St. Suite 422, Fort Worth, TX 76109

RIA

CRD#: 159594

FORT WORTH, TX

Past

August 17, 2022 - July 10, 2025

THE MATHER GROUP, LLC

RIA

CRD#: 156005

Lafayette, CA

Past

May 22, 2019 - August 9, 2022

HC FINANCIAL ADVISORS INC

RIA

CRD#: 110436

LAFAYETTE, CA

Past

February 26, 2018 - April 22, 2019

HOWARD FINANCIAL SERVICES, LTD.

RIA

CRD#: 107978

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ASPEN WEALTH MANAGEMENT, LLC

ASPEN WEALTH MANAGEMENT | HELEN STEPHENS GROUP, LLC | HELEN STEPHENS GROUP | ASPEN WEALTH MANAGEMENT, LLC

CRD#: 159594 / SEC#: 801-114243

RIA

Registered Investment Advisory firm - (11/5/2018 Approved)

Louisiana

Registered Investment Advisory firm - (11/9/2018 Terminated)

Texas

Registered Investment Advisory firm - (11/6/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(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

State Security Law Exam

IAR

Series 65

Date: 2/26/2018

Uniform Investment Adviser Law Examination

Current Firm

ASPEN WEALTH MANAGEMENT, LLC

ASPEN WEALTH MANAGEMENT | HELEN STEPHENS GROUP, LLC | HELEN STEPHENS GROUP | ASPEN WEALTH MANAGEMENT, LLC

CRD#: 159594 / SEC#: 801-114243

RIA

Registered Investment Advisory firm - (11/5/2018 Approved)

Louisiana

Registered Investment Advisory firm - (11/9/2018 Terminated)

Texas

Registered Investment Advisory firm - (11/6/2018 Terminated)

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Contact information

Main Address

4200 S. Hulen St. Suite 422, Fort Worth, TX 76109

Mailing Address

Phone number

(817) 546-6353

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP BROCHURE (2/12/2026)

2A BROCHURE (2/12/2026)

Regulatory assets under management

Total Number of Accounts	1,121
AUM (Assets Under Management)	$ 657,825,724

Red Flags

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.

Contact information

(xxx) xxx-xxxx

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Abigail P. Hasling

Professional summary

Core Areas of Focus

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abigail Phillips Hasling's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASPEN WEALTH MANAGEMENT, LLC

THE MATHER GROUP, LLC

HC FINANCIAL ADVISORS INC

HOWARD FINANCIAL SERVICES, LTD.

Primary Firm SEC Registration

ASPEN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/26/2018

Current Firm

ASPEN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASPEN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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