Karl Hansen
Karl Hansen is a ChFC-designated registered investment advisor at Vita Planning Group LLC, based in Vancouver, WA, with 30 years of industry experience. Karl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 1 more. Their firm serves 48 clients with $65M 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 | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Location
312 SE Stonemill Drive, Suite 160, Vancouver, WA, 98684-3514
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
Karl is the CEO/Owner of Vita Insurance Associates, Inc., dedicating nearly full-time to providing executive/employee benefits. He also co-owns multiple rental properties and is involved in property management and oversight through FKR Properties, LLC, taking up a significant portion of his time.
Employment History
Current Registrations
Vita Planning Group LLC
Previous Registrations
Ae Financial Services, LLCBroker
Liberty Wealth Management, LLC
Liberty Wealth Management, LLC
Liberty Group, LLC
Liberty Group, LLCBroker
Associated Securities CORP.Broker
Intersecurities, INC.Broker
Fortis Investors, INC.Broker
State Registrations4 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.