Nathan G. Hanna, Llc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$31,130,000
Total clients
142
3% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
142
Average account size
$219,225
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
Fee options
$1 - $500,000: 1.20% $500,001 - $1,000,000: 1.15% Above $1,000,000+: 1.10%
$250/hour (negotiable)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Nathan G. Hanna, Llc
2706 Alt. 19 N., Suite 206
Palm Harbor FL 34683-2641, United States
Number of offices
2
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")