AH
AH

Andrew Thomas Hansen

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
257 advisors
Number of Clients
25,166 clients
Average Client Portfolio
$285K average
Assets Under Management
$7.2B

Fee Structure

Minimum Investment:$5K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+2.00%

A $150 annual minimum management fee will be assessed on all accounts. For account values of less than $7,500, this may equate to be more than the maximum 2% as stated in this Form ADV and the Agreement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$150
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Location

777 E. Tahquitz Canyon Way, Suite 200-64, Palm Springs, CA, 92262

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Andrew is the President/Owner of Hansen Financial & Insurance Services, LLC, where he sells fixed insurance products, dedicating nearly full-time hours to this role. He is also the President/Owner of Hansen Logistic, Inc., working as a contracted independent service provider for FedEx Ground, spending about a quarter of his time on financial management and record keeping.

Employment History
Current Registrations
Foundations Investment Advisors LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Ae Wealth Management, LLC
January 2019 - November 2024 · 5 yrs 10 mos
Summit Wealth Partners, LLC
June 2016 - January 2019 · 2 yrs 7 mos
Summit Wealth Partners, LLC
November 2015 - August 2016 · 9 mos
Global Financial Private Capital, LLC
February 2014 - January 2016 · 1 yr 11 mos
Brokers International Financial Services, LLC
July 2013 - February 2014 · 7 mos
USA Financial Securities Corporation
June 2009 - July 2013 · 4 yrs 1 mo
M. L. Stern & CO, LLC.
March 2007 - February 2008 · 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Andrew Thomas Hansen - Financial Advisor | TrueAdvisor