Hansen Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hansen Wealth Management provides personalized financial planning and discretionary investment management to high‑net‑worth individuals, trusts, estates, charitable organizations, and small businesses. Its services include cash‑flow analysis, retirement and tax planning, estate planning, insurance reviews, and ongoing portfolio management.
The firm employs a strategic asset allocation with a core‑and‑satellite approach, using passively managed index funds and ETFs as the core and selectively adding actively managed funds or individual securities where appropriate. Client objectives are documented in investment policy statements, accounts are managed on a discretionary basis with limited trading authorization, and reviews and written updates are provided at least quarterly.
Noteworthy among peers, the brochure discloses that the firm receives renewal commissions on life insurance policies previously sold and may receive commissions in addition to advisory fees, an arrangement that is relatively uncommon for independent advisory firms. The practice also manages a concentrated client base—about a dozen client relationships representing roughly $94 million in assets—reflecting a focus on higher‑net‑worth accounts and individualized net‑worth reporting.
Client services
Expertise
Fee options
$0 - $200,000: 1.10% $200,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.95% $1,000,001 - $2,000,000: 0.90% $2,000,001+: 0.80%
Receives renewal commissions from previously sold life insurance policies; no active insurance sales
Account minimum: $100,000 Minimum fee: $1,750 minimum annual fee, negotiable
Main office
Saint George UT
Advisors at this office
1
Most active in
Montana · Texas · Utah
Also doing business as
Hansen Brian Bennett · Hansen Wealth Management · Hansen, Brian Bennett
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:
-
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.
Forms ADV
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)