A complete list of active advisors currently associated with James P. Hanson Accountancy Corporation
Warmer can help you find a great advisor at James P. Hanson Accountancy Corporation or one who fits your needs even better.
The firm is an accounting corporation that provides investment advisory services primarily through consultations alongside its tax and accounting practice. It offers monitoring and advice on repositioning and new investments, and maintains tax cost-basis and gain/loss records for clients that include individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. Investment recommendations are tailored after discussion with each client and typically involve publicly traded no‑load mutual funds and stocks, using third‑party research, financial media and company filings as inputs. Clients may impose investment restrictions and the firm may accept limited discretionary authority for some accounts, though it currently reports no managed accounts. This firm combines accounting and financial planning services with investment advice, and the adviser is also a registered representative affiliated with a broker‑dealer—an arrangement that is uncommon among firms in this category. The firm generally charges for consultations on an hourly basis rather than using percentage‑of‑assets fees and has stated it does not provide asset management services, which distinguishes its business model from many discretionary investment managers.
To learn more about the advisors currently working at James P. Hanson Accountancy Corporation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Los Gatos, CA
| 32
|
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