Deborah Hanson
Deborah Hanson is a registered investment advisor at Bfc Planning, INC., based in Zionsville, IN, with 22 years of industry experience. Deborah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 3 more. Their firm serves 6,720 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BFC Planning offers asset management services through various platforms. Fees are based on the amount of assets managed and can vary depending on the platform and the IAR. The maximum allowable fee is 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may also incur charges from third parties, such as mutual fund expenses and IRA fees. Some platforms have minimum account sizes.
Platforms include:
- Berthel Edge
- BFC Advisory program
- American Funds Direct F-2 Share Class Program
- Institutional RIA Platform
- Variable Annuity/Variable Life Sponsors
- Envestnet’s Managed Account Solutions
- Sub-Advisory Platforms
- Held Away Accounts
Location
1455 W. Oak St., Suite C, Zionsville, IN, 46077
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2011Other Business ActivitiesSells Insurance
Deborah owns Hanson Financial LLC, providing financial services, wealth management, and selling fixed annuities, life insurance, and long-term care, dedicating about a third of her time. She also owns The Honey Jar, a honeybee farm, and Blue Skies Lodging, a short-term cabin rental.
Employment History
Current Registrations
Bfc Planning, INC.
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Westminster Financial Securities, INC.Broker
State Registrations10 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.