Hanai Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Hanai Financial primarily provides investment management for pooled vehicles and institutional clients while also offering financial planning and educational seminars to individuals, charitable organizations, and businesses. The firm is fee-only and, while it employs the percentage-of-AUM billing common among its peers, it reported $0 in assets under management as of December 31, 2023, reflecting its recent registration in 2023.
The firm emphasizes a passive, asset-allocation-based approach using mutual funds and ETFs and develops individualized investment policies and allocation targets for each engagement. Accounts may be managed on a discretionary or non-discretionary basis, are reviewed periodically, and trades are implemented on an individual-account basis rather than via aggregated block trading.
Distinctive aspects of the practice include offering public educational seminars and speaking engagements, providing hourly financial planning engagements, and explicitly serving individual (non‑high‑net‑worth) clients without a stated account minimum — features that are uncommon for firms focused on pooled or institutional assets. The advisory practice is small and newly formed and relies on third‑party custodial platforms such as Charles Schwab and Altruist for custody, execution, and operational support.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
Fee options
$2,500 to $10,000 per Educational Seminar/Speaking Engagement
1.00% annually
$300 per hour for Financial Planning services
Fee-only: Fee-only compensation; no commissions or sales-related compensation
Main office location
Hanai Financial
Portsmouth NH, United States
Number of offices
1
Most active in
Hanai Financial has reported serving >5 clients in these states in the last 12 months.
New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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