HC
CFP
HC
CFP

Hannah Lynne Santa Cruz

14 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
359 clients
Average Client Portfolio
$338K average
Assets Under Management
$121.5M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K1.10%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.50%
$5M+0.35%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Missoula, MT

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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.

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Employment History
Current Registrations
Core Planning
September 2025 - Present · 5 mos
Previous Registrations
Focus Partners Wealth, LLC
July 2025 - September 2025 · 2 mos
Churchill Management Group
September 2022 - September 2025 · 3 yrs
Investment Management Group
September 2016 - September 2022 · 6 yrs
Peak Investment Management, LTD
July 2013 - September 2016 · 3 yrs 2 mos
Ameriprise Financial Services, INC.
October 2011 - July 2013 · 1 yr 9 mos
State Registrations1 state
MT
Advisor
Exams
No exam information available for this advisor.