Brian J Hanna
Advisor at Everhart Advisors — Dublin, OH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
None foundExperience Industry experience
19 years
Location
Dublin, OH 43017
Everhart Advisors
Multi-team
Brian Hanna is a financial advisor with Everhart Advisors in Dublin, Ohio, holding 19 years of industry experience. He has been with Everhart Advisors since 2007 and previously worked at Mid Atlantic Capital Corporation for five years. Hanna is the author of *The 401(k) Owner’s Manual*, a book covering topics related to building and maintaining 401(k) and corporate-sponsored retirement plans. He also serves as treasurer for the Wingate Farms Owner’s Association. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, as well as wealth management and financial planning to individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment philosophy and incorporates third-party managers for specialized strategies, while also offering integrated tax, accounting, and bookkeeping services.
Based on Everhart Advisors
Based on Everhart Advisors
Flat fees may be charged for tax-related services, legacy planning, business succession, and consulting services; negotiable
$0 - $3,000,000: 1% $3,000,001 - $10,000,000: 0.80% $10,000,001 - $20,000,000: 0.60% Over $20,000,000+: 0.40%
Commissions may be earned on insurance product sales; fees separate from advisory fees
Hourly fees may be charged for tax, family office, consulting, legacy planning, or business succession services; specific rates negotiable
Clients pay subscription and other fees for annuity products held at Nationwide; fees vary per product and are separate from advisory fees
Minimum fee: Minimum fee may be charged and is negotiable; specific amounts not stated
Dublin, OH
5200 Rings Road
Dublin OH 43017
Advisors at this office
31
Ohio
19 years of industry experience
Mid Atlantic Capital Corporation
2015 - 2020 • 5 years
Dublin, OH
Everhart Advisors
2007 - Present • 19 years
Dublin, OH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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