H
Hahn Financial Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,110,000
Clients
102
15% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
102
Very HighAverage account size
$157,941
About
The firm provides asset management and financial planning to individuals as well as to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and deferred compensation plans. Services include discretionary portfolio management and written or verbal recommendations on investments, retirement planning, and insurance products.
Its investment approach emphasizes long-term strategies such as asset allocation, dollar‑cost averaging, and reinvestment of dividends, with periodic reviews to align portfolios with clients’ objectives and risk tolerance. The firm conducts ongoing discretionary account reviews and may directly debit advisory fees from client custodial accounts under documented safeguards.
The firm’s principal also operates as a licensed insurance producer and offers variable annuities, variable life, and fixed index annuities, with insurance and annuity activities representing a substantial portion of the principal’s time and a material source of compensation. These insurance activities and the principal’s affiliation with an SEC‑registered advisory firm are disclosed as potential conflicts of interest and clients are informed they may implement recommendations through other professionals.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Income planning
Annuities
General estate planning guidance
Long-term care insurance
Fee options
Financial planning fixed fee: $500 for comprehensive analysis; Other fixed fees negotiated based on complexity
$5,000 - $250,000: 1.00% $250,001 - $500,000: 0.75% $500,001 - $1,000,000: 0.50% $1,000,001+: Negotiable
Insurance commissions vary from 3% to 6%
Investment Advisor Representative: $145 per hour; Paraplanner: $70 per hour; Administrative Support: $30 per hour
Account minimum: $5,000
Most active in
Hahn Financial Services, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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