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Hansen & Associates Financial Group Inc.

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Client assets under management

$203,243,092

Clients

545

11% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

136

Very High

Average account size

$372,923

About

Hansen & Associates Financial Group provides financial planning, portfolio management, retirement plan consulting and selection-of–third-party-adviser services to individuals (including high-net-worth clients), employer plan sponsors, corporations and other entities. The firm also offers a wrap-fee program and may engage with investment-company type clients through affiliated vehicles described in its disclosures.

The firm uses a quantitative, top‑down tactical asset allocation approach that combines momentum and risk‑parity elements in a proprietary algorithm, emphasizes ETFs (including leveraged and inverse products) and rebalances portfolios monthly. It commonly implements individualized discretionary management or a co‑adviser model when recommending third‑party advisers, and it documents client constraints and investment objectives in written agreements.

Noteworthy distinctions disclosed in the brochure include an affiliation with an exempt reporting adviser and a related fund vehicle (a general partner relationship with an absolute return fund that is not currently active), sponsorship of a wrap fee program, and the firm owner’s role as a licensed insurance agent who may sell insurance products. The firm’s materials also disclose the use of advertised performance and hypothetical performance results and describe the firm’s role in monitoring co‑advisers and in recommending third‑party advisers on a co‑adviser basis.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Fixed

Comprehensive Financial Planning fees range from $500 to $5,000; Retirement Plan Consulting flat fees from $750 to $10,000

Percentage

$0+: 0.80% to 2.60% annually (Portfolio Management Services, tier not explicitly broken down) $0+: 0.50% to 1.50% annually (Selection of Third-Party Investment Advisers fee)

Commissions

Insurance products commissions paid to representatives when clients purchase insurance through them

Project-based

Financial Planning Consulting at $180/hour; Retirement Plan Consulting up to $250/hour

Other

Account minimum: $300,000 Fee-only: Financial Planning fees range from $500 to $5,000; Consulting Financial Planning at $180/hour; Retirement Plan Consulting hourly up to $250, flat fees $750 to $10,000, or up to 1.00% of Plan assets

Main office location

Hansen & Associates Financial Group Inc.

2271 Lava Ridge Court, Suite 200

Roseville CA 95661, United States

Number of offices

2

Most active in

Arizona · California · Colorado · Florida · Nevada · Tennessee · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

David Y

Series 63, Series 66

Roseville, CA

Hansen & Associates Financial Group Inc.

David Yelle is a financial advisor at Hansen & Associates Financial Group Inc. in Roseville, CA, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has been with Hansen & Associates Financial Group since 2015. Hansen & Associates Financial Group provides individualized asset management, comprehensive financial planning, and retirement plan consulting to individuals, employer plan sponsors, corporations, and other business entities. The firm employs a top-down Tactical Asset Allocation framework that uses a proprietary algorithm incorporating momentum and risk-parity elements, primarily through exchange-traded funds, and manages approximately $225 million in discretionary assets.

Active portfolio management Options & derivatives strategies
user avatar

Wallace D

Series 65

Greenwood Village, CO

Hansen & Associates Financial Group Inc.

Wallace Darling is a financial advisor at Hansen & Associates Financial Group Inc. with a Series 65 credential and three years of industry experience. He previously managed Darling Wealth Management, LLC and has over a decade of experience with Lakewood Hills Investments, LLC. Outside of his advisory role, Darling is involved in insurance-related activities through Financial Gravity Enhanced Markets, LLC. Hansen & Associates Financial Group provides asset management, financial planning, and retirement consulting services to individuals, businesses, and plan sponsors. The firm uses a Tactical Asset Allocation approach with a proprietary algorithm focused on ETFs, emphasizing risk control and individualized portfolio management.

Active portfolio management Options & derivatives strategies
user avatar

Nickie D

Series 65

Elk Grove, CA

Hansen & Associates Financial Group Inc.

Nickie Dally is a financial advisor at Blueprint Investments and Tax Planning with 15 years of industry experience. She holds a Series 65 designation and has worked at firms including Hansen & Associates Financial Group, Cadger Tax and Financial, and Virtue Capital Management. In addition to her advisory roles, she is a consultant for National Gold Consultants, focusing on gold and silver sales and marketing. Blueprint Investments and Tax Planning is an independent, state-registered firm serving individuals, small businesses, trusts, and charities. The firm offers discretionary model portfolio management and financial planning that incorporates tax and cash-flow analysis, utilizing a top-down investment approach with a range of portfolio strategies tailored to client risk tolerance and objectives.

Active portfolio management Options & derivatives strategies
user avatar

Mark H

CFP®, ChFC®, Series 63

Roseville, CA

Hansen & Associates Financial Group Inc.

Mark Hansen is a CFP® and ChFC® with 34 years of industry experience. He has been with Hansen & Associates Financial Group Inc. since 2013 and has operated his own advisory practice since 2010. Outside of financial advising, he is co-owner of a bakery business with his wife. Hansen & Associates Financial Group provides individualized asset management, comprehensive financial planning, and retirement plan consulting to individuals, employer plan sponsors, corporations, and other business entities. The firm employs a proprietary Tactical Asset Allocation framework that integrates momentum and risk-parity elements, primarily using exchange-traded funds, with portfolios tailored to assigned risk profiles.

Active portfolio management Options & derivatives strategies
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