JH
JH

John Hanahan

31 Years of Experience
Overland Park, KS
1 Disclosure

John Hanahan is a registered investment advisor at Yukon Wealth Management, INC., based in Overland Park, KS, with 31 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 91 clients with $470M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
91 clients
Average Client Portfolio
$5.1M average
Assets Under Management
$467.4M

Fee Structure

Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $3.0M0.75%
$3M+0.50%

Minimum account size is $500,000, subject to change. Exceptions are made under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

15050 Antioch Rd, Suite 101, Overland Park, KS, 66221

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2006
Final
Other Business Activities

John is a managing member of Blue Valley Foundations LLC, a residential construction business. He spends a few hours per week on activities that are primarily financial in nature.

Employment History
Current Registrations
Yukon Wealth Management, INC.
December 1994 - Present · 31 yrs 4 mos
Previous Registrations
Fas CORP.Broker
June 1999 - July 1999 · 1 mo
State Registrations2 states
KSTX
Advisor

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
No exam information available for this advisor.
John Hanahan - Financial Advisor | TrueAdvisor