How does the advisor help clients – Key Takeaways:
As a financial expert with years of experience in the industry, Nathan G. Hanna, LLC provides a range of services to help clients achieve their financial goals. This includes personalized financial planning and investment management, along with guidance on retirement planning, tax strategies, and estate planning.
Facts and Insights
Nathan G. Hanna, LLC has been in business for over 10 years and in that time has built a solid reputation for providing excellent financial advice and services to clients. With a team of highly qualified advisors, the firm is well-equipped to handle a variety of financial needs and help clients make informed decisions about their money.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 10 years |
Financial Services Offered
Nathan G. Hanna, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. This includes:
- Personalized financial planning
- Investment management
- Retirement planning
- Tax strategies
- Estate planning
Client Types
The firm serves a variety of clients, including individuals, families, and small business owners. No matter the client type, Nathan G. Hanna, LLC strives to provide customized and tailored financial solutions to meet their unique needs and goals.
Fees & Compensation
Nathan G. Hanna, LLC operates on a fee-only model, which means they do not earn commissions from the sale of financial products. This allows the firm to provide unbiased and objective advice to clients without any conflicts of interest. The fees charged by the firm are based on a percentage of assets under management, ensuring that their interests are aligned with those of their clients.
Background
Nathan G. Hanna, LLC was founded by Nathan G. Hanna, a seasoned financial advisor with over 20 years of experience in the industry. He holds various certifications, including the Certified Financial Planner (CFP) designation and is highly knowledgeable in all areas of financial planning and investment management.
Financial Advisor Disclosures to Know
As a registered investment advisor, Nathan G. Hanna, LLC is held to a fiduciary standard, which means they are legally obligated to act in the best interests of their clients. Additionally, they have a strict code of ethics and are subject to ongoing regulatory oversight to ensure they are complying with all industry regulations.