Brian Hanna is a registered investment advisor at Everhart Advisors, based in Dublin, OH, with 19 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 7 more. Their firm serves 2,912 clients with $2.5B 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 $3.0M | 1.00% |
| $3.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.40% |
Fees are negotiable and vary based on account size, scope of services, and complexity. Related accounts may be aggregated for fee calculation purposes at Everhart Advisors' discretion.
Fee Estimator
Location
5200 Rings Road, Dublin, OH, 43017
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 Activities
Brian is a member of 535 Metro Place South LLC, which owns the building where Everhart Advisors is located and rents space to tenants. He is also the author of "The 401(k) Owner's Manual" and treasurer for Wingate Farms Owner's Association, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Everhart Advisors
Previous Registrations
Mid Atlantic Capital CorporationBroker
Cambridge Investment Research, INC.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.
Exams
More Advisors
- Thomas CarlineEverhart Advisors
- Owen North, CFPEverhart Advisors
- John Mancinotti, CFPEverhart Advisors
- Richard Everhart, CFPEverhart Advisors
- Clark Engle, CFPEverhart Advisors
- Carson Cooke, CFPEverhart Advisors