H
Hanna Financial and Tax Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,000,000
Clients
75
0% high-net worth
Advisors
1
of 2 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
75
Very HighAverage account size
$186,667
About
Hanna Financial and Tax Services provides investment advisory, income tax preparation, and insurance services to individual clients, administering roughly $14 million in assets through a single-advisor practice and using Fidelity Investments as custodian. The firm manages about 75 client relationships and combines portfolio management with tax and insurance offerings.
The firm operates on a non-discretionary basis, preparing an Investment Policy Statement with each client and relying on Fidelity’s research platform while employing techniques such as dollar-cost averaging and dividend-income strategies. Advisory fees are calculated as a percentage of assets under management, billed semi-annually in advance, and prorated for early termination.
Uncommonly for peers, the firm’s personnel are licensed insurance agents and sell life and annuity products for commissions, using third-party insurers to provide those products alongside advisory and tax services. The brochure also discloses a prior criminal conviction and the subsequent revocation of a CFP credential for a management person, and notes the firm notified clients about the matter, a disclosure that is relatively rare among similar firms.
Client services
Portfolio management
Expertise
Life insurance needs analysis
Annuities
Income planning
Fee options
$0 - $500,000: 1.25% $500,001 - $1,500,000: 1.00% $1,500,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Commissions for Life and Annuity Sales; Insurance commissions determined by individual insurance companies.
Main office location
Hanna Financial and Tax Services
Bridgeville PA, United States
Number of offices
1
Most active in
Hanna Financial and Tax Services has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
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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.
Forms ADV
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