Brian Dean Hanna

Fortis Capital Advisors, LLC

17 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth

Fortis Capital Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

50 advisors

Number of Clients

1,874 clients

Average Client Portfolio

$647K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$750K

Minimum Annual Fee:$10,000

Location

7301 Mission Road, Suite 326, Prairie Village, KS, 66208

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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.

Other Business Activities

Brian is involved in chemical sales for Cal-Chlor, a family business, dedicating less than a quarter of his time. He also invests in rental real estate, but spends minimal time on it.