Advisor at Hansen Wealth Management
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Firm
Hansen Wealth Management
Location
Saint George, UT
Credentials
CFP®, Series 63, Series 65
Industry experience
16 years
Brian Hansen is a CFP® professional with 16 years of industry experience, operating Hansen Wealth Management in Saint George, UT. He has managed his independent firm since 1995. Hansen Wealth Management provides personalized financial planning and discretionary investment management primarily for high-net-worth individuals, trusts, estates, corporations, and other business entities. The firm uses a core-and-satellite investment approach combining passive index and ETF holdings with selective active funds, focusing on global diversification and tailored client portfolios.
Based on Hansen Wealth Management
$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
Saint George, UT
Montana · Texas
Hansen Wealth Management
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
CFP®, Series 63, Series 66
St. George, UT
Copperlion Investments
Series 63, Series 65
Saint George, UT
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CFP®, ChFC®, Series 63, Series 65
St. George, UT
NuWealth Advisors, LLC
Series 65
St. George, UT
Periope, LC
CFA®
Saint George, UT
Evestia Financial
CFA®, Series 65
St. George, UT
Harborview Asset Management LLC
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