Gina Han Wealth Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning and investment advisory services to individuals and families and does not impose a minimum asset requirement for engagement. Recommendations may include ETFs, individual equities, and fixed‑income securities, but the firm does not accept discretionary authority or execute client transactions; clients implement recommendations through their chosen custodians.
The adviser uses fundamental analysis and asset allocation to tailor recommendations to each client’s goals, risk tolerance, and time horizon. Services are offered for a fixed annual advisory fee rather than a percentage of assets, and fees may be negotiated based on the scope of services.
Noteworthy features include its recent establishment and current lack of regulatory assets under management, paired with a non‑discretionary, client‑implemented model that is less common among firms in this category that provide portfolio advice. The principal combines an academic background with a state insurance license and discloses the potential conflict of interest from receiving commissions for insurance sales as an ancillary activity.
Client services
Fee options
Minimum fee: $2,000 per year fixed advisory fee
Main office
Johns Creek GA
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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