Heidi Hanson
Heidi Hanson is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Waltham, MA, with 28 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
275 Wyman Street, Ste. 400, Waltham, MA, 02451
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Regulatory History (1)
Customer Dispute
August 2017Other Business ActivitiesSells Insurance
Heidi sells fixed insurance products, dedicating about 10% of her time to this activity. She also owns Hanson Financial Group, LLC, which facilitates securities, advisory, and insurance business, and occupies all of her time.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Baystate Wealth Management
New England SecuritiesBroker
Pruco Securities, LLC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations17 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.