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Nathan G. Hanna, LLC

Updated today

Client assets under management

$31,000,000

Clients

142

3% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

71

High

Average account size

$218,310

About

Nathan G. Hanna, LLC provides investment supervisory services and financial planning to individuals, high‑net‑worth individuals, trusts, estates, and charitable organizations. The firm prepares an Investment Policy Statement for each client and advises across a range of vehicles including mutual funds, equities, bonds, ETFs, REITs, real estate interests, and insurance products such as annuities.

The adviser employs multiple methods of analysis—charting, fundamental, technical, and cyclical—and uses long‑term trading, short‑term trading, and, when appropriate, short sales. Client goals, tax considerations, and risk tolerance are documented in the Investment Policy Statement, the firm generally operates under discretionary authority to implement those plans, and accounts are reviewed at least quarterly.

Noteworthy features include the firm’s work with charitable organizations (a less common client type among peers) and the use of higher‑risk strategies such as short sales. The adviser is also a licensed insurance agent and discloses potential conflicts from recommending commissionable insurance products and from fee‑sharing arrangements with third‑party managers; the firm reports roughly $31 million in assets under management, serves about 142 clients, and has no stated account minimum.

Client services

Financial planning Portfolio management

Expertise

Income planning Wealth management

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Fee options

Percentage

$1 - $500,000: 1.20% $500,001 - $1,000,000: 1.15% Above $1,000,000+: 1.10%

Project-based

$250/hour (negotiable)

Main office location

Nathan G. Hanna, LLC

2706 Alt. 19 N., Suite 206

Palm Harbor FL 34683-2641, United States

Number of offices

2

Most active in

Florida · New York · 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

Michael H

Series 66

Whitesboro, NY

Nathan G. Hanna, LLC

Michael Hayduk is a financial advisor at Nathan G. Hanna, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Robert W. Baird & Co. Incorporated and MassMutual Life Insurance Co. Outside of his advisory role, Hayduk coaches varsity basketball at Clinton High School and serves on the financial committee of St. Louis Gonzaga Church. Nathan G. Hanna, LLC provides investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm uses multiple analytical methods and employs various trading strategies, including short sales, with a focus on aligning investment plans with client goals, tax considerations, and risk tolerance.

Income planning Wealth management
user avatar

Nathan H

Series 63, Series 65

Palm Harbor, FL

Nathan G. Hanna, LLC

Nathan Hanna is the sole advisor at Nathan G. Hanna, LLC, an independent firm based in Utica, NY. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Nathan also serves as the managing member of Hanna Insurance Services, LLC, an insurance sales business. Nathan G. Hanna, LLC provides investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs multiple methods of analysis and uses a range of investment strategies, including long-term and short-term trading as well as short sales, while preparing customized Investment Policy Statements for each client.

Income planning Wealth management
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