JH
JH

Jaris Hansen

11 Years of Experience
Loveland, CO
Sells Insurance

Jaris Hansen is a registered investment advisor at Rpc Wealth, LLC, based in Loveland, CO, with 11 years of industry experience. Jaris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 395 clients with $56M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
395 clients
Average Client Portfolio
$141K average
Assets Under Management
$55.5M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.40%
$1.0M - $2.0M1.30%
$2.0M - $3.0M1.20%
$3.0M - $4.0M1.10%
$4M+1.00%

RPC can negotiate a fee rate that differs from the range set forth above for certain client holdings.

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

700 W. Eisenhower Blvd, Suite 130, Loveland, CO, 80537

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Jaris is an insurance agent doing business as Retirement Planning Center of the Rockies since 2001. He dedicates full-time hours to this activity, including during securities trading hours, selling fixed insurance products.

Employment History
Current Registrations
Rpc Wealth, LLC
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Brookstone Capital Management LLC
May 2014 - August 2024 · 10 yrs 3 mos
State Registrations1 state
CO
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.