Hansen & Associates Financial Group Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$202,016,867
Clients
536
Advisors
4
across 3 offices
About
Hansen & Associates Financial Group provides investment advisory and financial planning to individuals (including high‑net‑worth and non‑HNW clients), employer retirement plans, corporations and other entities, managing about $202 million in discretionary assets for roughly 536 client accounts. Its services include comprehensive and consulting financial plans, individualized portfolio management (primarily using ETFs and other marketable securities), retirement plan consulting, and a wrap‑fee program along with arrangements to recommend third‑party advisers on a co‑adviser basis.
The firm uses a quantitative, tactical asset allocation process that combines momentum and risk‑parity signals in a proprietary algorithm to select and weight ETFs and select equities, with monthly reallocation and a stop‑loss mechanism intended to control downside risk. Portfolios are constructed from distinct fixed‑income, multi‑asset and momentum components and are tailored to client risk profiles; the firm also may use bonds, options and other instruments as part of its strategies.
Noteworthy distinctions include operating as a wrap fee program sponsor, having an affiliation with another registered investment adviser and engaging in insurance activities through its owner and representatives, and having been the sponsor/general partner of a related fund vehicle that is currently inactive. The firm’s brochure discloses that it published hypothetical performance and other advertised results and that it settled an SEC matter in 2023 relating to hypothetical performance for $50,000, a development the firm says prompted changes to its policies.
Client services
Expertise
Fee options
$500 to $5,000 for Comprehensive Financial Planning; $750 to $10,000 for Retirement Plan Consulting
$0+: 0.80% - 2.60% annually for Portfolio Management Services (tiering or exact tiers not specified) $0+: 0.50% - 1.50% annually for Selection of Third-Party Investment Advisers $0+: up to 1.00% annually for Retirement Plan Consulting based on plan assets
$180/hour for Consulting Financial Planning; Max $250/hour for Retirement Plan Consulting
Account minimum: $300,000
Main office
See office2271 Lava Ridge Court, Suite 195
Roseville CA 94661
Advisors at this office
2
Offices (3)
Most active in
Arizona · California · Colorado · Florida · Nevada · Tennessee · Texas
Also doing business as
Darling Financial Group, LLC · Hansen & Associates Financial Group Inc. · Pacific Crest Wealth Management · Whiterock Capital Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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Advisors at this firm
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