Erik Hans Hansen
Advisor at Vita Planning Group LLC — Camas, WA
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
Series 65
Experience Industry experience
5 years
Location
Camas, WA 98607
Vita Planning Group LLC
Supported
Erik Hansen is a financial advisor at Vita Planning Group LLC in Vancouver, WA, holding a Series 65 designation with five years of industry experience. He has been with Vita Planning Group since 2021 and is also president of Vita Insurance Associates, Inc., an insurance firm providing executive and employee benefits. Vita Planning Group primarily advises participant-directed defined contribution retirement plans and offers tailored asset management and financial planning for individual and corporate clients. The firm provides ERISA fiduciary services, participant education, and utilizes a broad investment universe focused on asset allocation and diversification.
Based on Vita Planning Group LLC
Flat fees for retirement plan advisory services not to exceed $100,000 per year; flat fees may also be negotiated for Asset Management services if not exceeding tiered fee schedule
$0 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,500,000: 0.60% $2,500,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.40% $10,000,001 - $20,000,000: 0.30% $20,000,001+: 0.25%
Retirement plan advisory services may contract services at hourly rate not less than $350 per hour; financial planning fees range from $175 to $375 per hour
Minimum fee: Typically subject to an $8,000 annual minimum for retirement plan advisory services Fee-only: Hourly financial planning fees between $175 and $375 per hour, may be negotiable
Camas, WA
3313 NW Sierra Drive
Camas WA 98607
Advisors at this office
2
California · Washington
5 years of industry experience
Vita Planning Group LLC
2021 - Present • 5 years
Vancouver, WA
Vita Insurance Associates, Inc
2012 - Present • 14 years
Mountain View, CA
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.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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