Erik Hansen
Advisor at Vita Planning Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Vita Planning Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Vancouver, WA 98684-3514
Credentials
Series 65
Industry experience
5 years
Erik Hansen is a financial advisor at Vita Planning Group LLC in Vancouver, WA, holding a Series 65 designation with five years of industry experience. He has been with Vita Planning Group since 2021 and is also president of Vita Insurance Associates, Inc., an insurance firm providing executive and employee benefits. Vita Planning Group primarily advises participant-directed defined contribution retirement plans and offers tailored asset management and financial planning for individual and corporate clients. The firm provides ERISA fiduciary services, participant education, and utilizes a broad investment universe focused on asset allocation and diversification.
Based on Vita Planning Group LLC
Negotiable flat fees for retirement plan advisory services not to exceed $100,000 per year; flat fees may also be negotiated for active asset management services if not exceeding tiered fees
$0 - $500,000: 0.90% annually $500,001 - $1,000,000: 0.80% annually $1,000,001 - $2,500,000: 0.60% annually $2,500,001 - $5,000,000: 0.50% annually $5,000,001 - $10,000,000: 0.40% annually $10,000,001 - $20,000,000: 0.30% annually $20,000,001+: 0.25% annually
Hourly rates ranging from $175 to $375 per hour for financial planning services; at least $350 per hour may be charged for retirement plan advisory services hourly option
Minimum fee: Typically subject to an $8,000 annual minimum for retirement plan advisory services Fee-only: Yes, fee-only compensation with no commissions or performance-based fees
312 Se Stonemill Drive, Suite 160
Vancouver, WA 98684-3514
California · Washington
Vita Planning Group LLC
2021 - Present (5 years)
Vita Insurance Associates, Inc
2012 - Present (14 years)
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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
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Bank
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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.
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