How does the advisor help clients – Key Takeaways:
HANSEN & ASSOCIATES FINANCIAL GROUP INC. is a leading financial group that helps clients make sound investment decisions and achieve their financial goals. Their team of highly skilled advisors provides personalized and comprehensive financial planning services to individuals, families, and businesses.
- Offers a wide range of financial services
- Specializes in creating personalized financial plans
- Provides expert advice and guidance
Facts and Insights
Founded in 2001, HANSEN & ASSOCIATES FINANCIAL GROUP INC. has over 20 years of experience in the financial industry. Their team of advisors has helped numerous clients navigate through the ever-changing financial landscape and build long-term wealth.
HANSEN & ASSOCIATES FINANCIAL GROUP INC. has assets under management (AUM) of over $500 million, with a team of 15 dedicated advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 15 | Founded in 2001 (20 years) |
Financial Services Offered
HANSEN & ASSOCIATES FINANCIAL GROUP INC. offers a comprehensive range of financial services to help clients achieve their financial objectives. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
- Education planning
Client Types
The advisors at HANSEN & ASSOCIATES FINANCIAL GROUP INC. work with a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High-net-worth individuals
Fees & Compensation
When it comes to fees, HANSEN & ASSOCIATES FINANCIAL GROUP INC. operates on a fee-only structure, which means they do not receive any commissions for their services. This ensures that their clients receive unbiased advice and recommendations.
Their fees are based on a percentage of the client’s AUM and are benchmarked against industry standards. They also offer a transparent fee schedule, so clients know what they are paying for.
Background
HANSEN & ASSOCIATES FINANCIAL GROUP INC. was founded by John Hansen, a Certified Financial Planner (CFP) with a passion for helping clients achieve financial success. With over 30 years of experience in the financial industry, John leads a team of dedicated advisors who share the same vision and values.
The company is headquartered in New York City but serves clients nationwide.
Financial Advisor Disclosures to Know
When working with HANSEN & ASSOCIATES FINANCIAL GROUP INC., clients can rest assured that their advisors have their best interests at heart. They adhere to the strict fiduciary standard and always act in the best interest of their clients.
Additionally, all advisors at HANSEN & ASSOCIATES FINANCIAL GROUP INC. have clean records with no disciplinary actions or conflicts of interest.