Timothy Hanna
Timothy Hanna is a registered investment advisor at Hanna Financial and Tax Services, based in Bridgeville, PA, with 34 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Tax Planning. Their firm serves 75 clients with $14M 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 $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Advisory service fees may be negotiable at certain breakpoints.
Fee Estimator
Location
Bridgeville, PA
Get directionsHistory
Regulatory History (1)
Criminal
March 2017Other Business Activities
Timothy is self-employed as a proprietor of Income Tax and Financial Planning since 1987. He dedicates nearly full-time hours to this activity.
Employment History
Current Registrations
Hanna Financial and Tax Services
Previous Registrations
Allegheny Investments, LTD.Broker
State Registrations1 state
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.