Adams-Hansen & Associates

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Client assets under management

$62,827,213

Clients

21% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$837,696

About

Adams‑Hansen & Associates provides discretionary asset management and financial planning to roughly 75 clients, including high‑net‑worth and individual investors as well as union locals, qualified retirement plans, trusts, and business entities. Services include portfolio management, tailored financial plans, and ERISA retirement‑plan services, including acting as an investment manager for plan lineups.

The firm applies Modern Portfolio Theory to a small number of risk‑based portfolio constructs and conducts periodic rebalancing (typically quarterly) across mutual funds, ETFs, individual bonds and CDs. Accounts are generally managed on a discretionary basis, and the firm also offers plan‑level oversight and participant education for retirement clients.

Noteworthy differences from many peers include the firm’s affiliations with insurance and real estate activities—advisors retain insurance licenses and one advisor conducts commercial real‑estate sales, each devoting under ten percent of their time to those activities—and an affiliation with a real estate broker. The brochure also discloses past regulatory matters: an administrative enforcement action related to a contract dispute over insurance compensation disclosure and a prior self‑regulatory enforcement involving private securities transactions.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Wealth management General tax planning Cash flow / budgeting

Occupation focus

Executive Union Employee

Fee options

Fixed

Fixed fees starting at $2,500, negotiable

Percentage

$0 - $3,000,000: 1.00% $3,000,000.01 - $6,000,000: 0.80% $6,000,000.01 - $9,000,000: 0.60% Over $9,000,000+: 0.40%

Project-based

$250 per hour per advisor

Other

Account minimum: $25,000 Fee-only: Hourly fee of $250 per hour per advisor, or fixed fees starting at $2,500 (negotiable)

Main office location

Adams-Hansen & Associates

13911 Ridgedale Drive, Suite 170

Minnetonka MN 55305, United States

Number of offices

Most active in

Minnesota · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Real estate agent

They facilitate real estate transactions and may earn commissions.

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.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook YouTube Website 952-224-9085

Advisors at this firm

Rebecca L

Series 65

Minnetonka, MN

Adams-Hansen & Associates

Rebecca Lair is a financial advisor at Adams-Hansen & Associates with a Series 65 designation and five years of industry experience. She has been with Creative Wealth Strategies, Inc. since 2013. Adams-Hansen & Associates provides asset management, financial planning, and consulting services to individuals, union locals, retirement plans, trusts, estates, and business entities. The firm employs a risk-based investment approach grounded in Modern Portfolio Theory and the Uniform Prudent Investor Act, utilizing diversified portfolios with periodic rebalancing.

Retirement income strategy Wealth management General tax planning Cash flow / budgeting Executive Union Employee

Eugene A

Series 63, Series 65

Minnetonka, MN

Adams-Hansen & Associates

Eugene Adams Jr. is a financial advisor at Adams-Hansen & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Business Benefit Finance, Inc., an independent insurance agency managing estate and business insurance, since 1984. Adams-Hansen & Associates provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, union locals, qualified retirement plans, trusts, estates, and business entities. The firm uses risk-based model portfolios grounded in Modern Portfolio Theory and the Uniform Prudent Investor Act, with a focus on tax and fee considerations and primarily discretionary management.

Retirement income strategy Wealth management General tax planning Cash flow / budgeting Executive Union Employee

Robert H

ChFC®, Series 63, Series 65

Minnetonka, MN

Adams-Hansen & Associates

Robert Hansen is a financial advisor at Adams-Hansen & Associates in Minnetonka, MN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience and has been with Adams-Hansen & Associates since 2000. Adams-Hansen & Associates provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as union locals, qualified retirement plans, trusts, estates, and business entities. The firm employs a risk-based investment approach grounded in Modern Portfolio Theory and the Uniform Prudent Investor Act, utilizing diversified model portfolios with regular rebalancing and an emphasis on tax and fee considerations.

Retirement income strategy Wealth management General tax planning Cash flow / budgeting Executive Union Employee

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