Jill Hansen
Jill Hansen is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Vineyard Haven, MA, with 28 years of industry experience. Jill is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
10 State Road, Vineyard Haven, MA, 02568
Get directionsHistory
Regulatory History
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
Jill is involved in fixed insurance sales, real estate through Long Trail Properties LLC and Chestnut Property Holding LLC, and serves as trustee for Hansen Financial 401(k). She also owns Hansen Financial MV, Inc., established for securities, advisory, and insurance business, dedicating minimal time to Chestnut Property Holding, LLC and Hansen Financial MV, Inc.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Infinex Investments, INC.
Infinex Investments, INC.Broker
Charles Schwab & CO., INC.Broker
Fidelity Brokerage Services, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Grant Joiner, CFPVineyard Wealth Group, LLC
- Jonathan Laird, CFP