Hansen & Associates Financial Group Inc. logo

Hansen & Associates Financial Group Inc.

Updated today

Client AUM

$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

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Active portfolio management

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

$500 to $5,000 for Comprehensive Financial Planning; $750 to $10,000 for Retirement Plan Consulting

Percentage

$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

Project-based

$180/hour for Consulting Financial Planning; Max $250/hour for Retirement Plan Consulting

Other

Account minimum: $300,000

Main office

See office

2271 Lava Ridge Court, Suite 195

Roseville CA 94661

Advisors at this office

2

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

Advisors at this firm

user avatar

David Y

Series 63, Series 66

Roseville, CA

Hansen & Associates Financial Group Inc.

David Yelle is a financial advisor at Hansen & Associates Financial Group Inc. in Roseville, CA, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has been with Hansen & Associates Financial Group since 2015. Hansen & Associates Financial Group provides individualized asset management, comprehensive financial planning, and retirement plan consulting to individuals, employer plan sponsors, corporations, and other business entities. The firm employs a top-down Tactical Asset Allocation framework that uses a proprietary algorithm incorporating momentum and risk-parity elements, primarily through exchange-traded funds, and manages approximately $225 million in discretionary assets.

General retirement planning Active portfolio management
user avatar

Wallace D

Series 65

Englewood, CO

Hansen & Associates Financial Group Inc.

Wallace Darling is a financial advisor at Hansen & Associates Financial Group Inc. with a Series 65 credential and three years of industry experience. He previously managed Darling Wealth Management, LLC and has over a decade of experience with Lakewood Hills Investments, LLC. Outside of his advisory role, Darling is involved in insurance-related activities through Financial Gravity Enhanced Markets, LLC. Hansen & Associates Financial Group provides asset management, financial planning, and retirement consulting services to individuals, businesses, and plan sponsors. The firm uses a Tactical Asset Allocation approach with a proprietary algorithm focused on ETFs, emphasizing risk control and individualized portfolio management.

General retirement planning Active portfolio management
user avatar

Nickie D

Series 65

Elk Grove, CA

Hansen & Associates Financial Group Inc.

Nickie Dally is a financial advisor at Blueprint Investments and Tax Planning with 15 years of industry experience. She holds a Series 65 designation and has worked at firms including Hansen & Associates Financial Group, Cadger Tax and Financial, and Virtue Capital Management. In addition to her advisory roles, she is a consultant for National Gold Consultants, focusing on gold and silver sales and marketing. Blueprint Investments and Tax Planning is an independent, state-registered firm serving individuals, small businesses, trusts, and charities. The firm offers discretionary model portfolio management and financial planning that incorporates tax and cash-flow analysis, utilizing a top-down investment approach with a range of portfolio strategies tailored to client risk tolerance and objectives.

General retirement planning Active portfolio management
user avatar

Mark H

CFP®, ChFC®, Series 63

Roseville, CA

Hansen & Associates Financial Group Inc.

Mark Hansen is a CFP® and ChFC® with 34 years of industry experience. He has been with Hansen & Associates Financial Group Inc. since 2013 and has operated his own advisory practice since 2010. Outside of financial advising, he is co-owner of a bakery business with his wife. Hansen & Associates Financial Group provides individualized asset management, comprehensive financial planning, and retirement plan consulting to individuals, employer plan sponsors, corporations, and other business entities. The firm employs a proprietary Tactical Asset Allocation framework that integrates momentum and risk-parity elements, primarily using exchange-traded funds, with portfolios tailored to assigned risk profiles.

General retirement planning Active portfolio management
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")