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Erik Hansen

Advisor at Vita Planning Group LLC

Updated today

Location

Vancouver, WA 98684-3514

Credentials

Series 65

Industry experience

5 years

About

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.

Client services

Based on Vita Planning Group LLC

Financial planning Portfolio management

Expertise

Based on Vita Planning Group LLC

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management

Occupation focus

Based on Vita Planning Group LLC

Founder/Business Owner

Fee options

Fixed

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

Percentage

$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

Project-based

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

Other

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

Location

312 Se Stonemill Drive, Suite 160

Vancouver, WA 98684-3514

Most active in

California · Washington

Work history

Vita Planning Group LLC

2021 - Present (5 years)

Vita Insurance Associates, Inc

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business sale tax planning LGBTQIA Women's Finance Gen Y/Millennials (Born 1980-1995)
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Series 63, Series 65

Portland, OR

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Charitable giving & philanthropy Wealth management
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Options & derivatives strategies Active portfolio management Concentrated stock management Real estate investing Founder/Business Owner
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Passive / index investing Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Expats
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