How does the advisor help clients – Key Takeaways:
At Hankinson Wealth Advisors LLC, clients can expect to receive expert financial guidance and tailored solutions to meet their specific needs. With a team of experienced advisors and a wide range of financial services, this firm strives to help clients achieve their financial goals and protect their assets for the future. Through a holistic approach and personalized strategies, Hankinson Wealth Advisors LLC is committed to providing comprehensive financial solutions for their clients.
Facts and Insights
Founded in 2005, Hankinson Wealth Advisors LLC has been serving clients for over 15 years. The firm is headquartered in New York City, with additional locations in Los Angeles and Miami. With a team of over 20 advisors, including certified financial planners (CFPs) and chartered financial analysts (CFAs), Hankinson Wealth Advisors LLC has a broad range of expertise and experience to offer to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $2.5 billion | 20+ |
Financial Services Offered
Hankinson Wealth Advisors LLC offers a wide range of financial services to address the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
This firm serves a diverse client base, including high-net-worth individuals, families, and small businesses. They also work with corporate executives and professionals, providing them with specialized services to help them make the most of their financial resources.
Fees & Compensation
Hankinson Wealth Advisors LLC operates on a fee-only basis, meaning they only charge a fee for their services and do not receive any commissions or compensation from product sales. The firm’s fees are based on a percentage of the assets under management and are determined through a transparent and collaborative process with their clients.
Background
Hankinson Wealth Advisors LLC was founded by John Hankinson, who has over 30 years of experience in the financial industry. He is a CFP and has a strong background in investment management and financial planning. Under his leadership, the firm has grown to become a respected name in the industry, known for their client-focused approach and expertise in financial planning.
Financial Advisor Disclosures to Know
Hankinson Wealth Advisors LLC adheres to strict ethical standards and has a clean record with regulatory authorities. The firm has not had any disciplinary actions or sanctions imposed on them by the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA).
In conclusion, Hankinson Wealth Advisors LLC is a reputable and experienced financial advisory firm that offers a wide range of services to help their clients achieve their financial goals. With a team of skilled advisors and a commitment to providing personalized solutions, this firm is well-equipped to help clients make sound financial decisions for their future.