James P. Hanson Accountancy Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
The firm is an accounting corporation that provides investment advisory services primarily through consultations alongside its tax and accounting practice. It offers monitoring and advice on repositioning and new investments, and maintains tax cost-basis and gain/loss records for clients that include individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities.
Investment recommendations are tailored after discussion with each client and typically involve publicly traded no‑load mutual funds and stocks, using third‑party research, financial media and company filings as inputs. Clients may impose investment restrictions and the firm may accept limited discretionary authority for some accounts, though it currently reports no managed accounts.
This firm combines accounting and financial planning services with investment advice, and the adviser is also a registered representative affiliated with a broker‑dealer—an arrangement that is uncommon among firms in this category. The firm generally charges for consultations on an hourly basis rather than using percentage‑of‑assets fees and has stated it does not provide asset management services, which distinguishes its business model from many discretionary investment managers.
Client services
Expertise
Fee options
$300 per hour (negotiable)
Main office location
James P. Hanson Accountancy Corporation
San Jose CA, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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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