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Chad Hanson

Pl Wealth Advisors, LLC
24 Years of Experience
Cottonwood Heights, UT
4 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Chad Hanson is a registered investment advisor at Pl Wealth Advisors, LLC, based in Cottonwood Heights, UT, with 24 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 6 clients with $1.4M in assets under management.

Pl Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
IM Fee
Planning only
Assets Under Management
$1.4M

Fee Structure

Minimum Investment:None

PL Wealth Advisors offers ongoing consulting and support services upon completing its initial program. The firm structures its consulting engagements as fixed-fee packages ranging from $5,000 to $15,000 or $150 per hour.

  • Comprehensive Package — Includes 5 one-on-one meetings, comprehensive analysis, personalized wealth strategy, a 12-month action plan, and an annual review.
  • Elite Package — Includes all Comprehensive package features plus three personal and business development consultations.
  • Fixed-fee financial planning and consulting — $5,000 to $15,000 depending on the scope and complexity of services
  • Hourly consulting — $150 per hour for specific questions and ongoing reviews
Annual Retainer:$5,000 - $15,000/year
One-Time Plan:$5,000 - $15,000
Hourly Rate:$150/hr
View Full SEC Brochure

Location

Cottonwood Heights, UT

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History

Regulatory History (4)
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.
Customer Dispute
February 2013
Denied
Employment Separation After Allegations
February 2012
Regulatory
February 2012
Final
Customer Dispute
November 2002
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Chad works as an insurance agent at Paradigm Life, an insurance agency, focusing on insurance sales. This activity takes nearly full-time.

Employment History
Current Registrations
Pl Wealth Advisors, LLC
February 2017 - Present · 9 yrs 8 mos
Previous Registrations
MML Investors Services, LLC
May 2012 - December 2015 · 3 yrs 7 mos
MML Investors Services, LLCBroker
April 2012 - December 2015 · 3 yrs 8 mos
MML Investors Services, LLC
February 2009 - February 2012 · 3 yrs
MML Investors Services, INC.
March 2003 - February 2009 · 5 yrs 11 mos
MML Investors Services, LLCBroker
March 2003 - February 2012 · 8 yrs 11 mos
Mony Securities CorporationBroker
March 2001 - March 2003 · 2 yrs
State Registrations1 state
UT
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.
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