Jalene Hahn is a CFP-designated registered investment advisor at Wwa Planning & Investments, based in Columbus, IN, with 21 years of industry experience. Jalene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 8 more. Their firm serves 109 clients with $110M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Fees are negotiable. For accounts with $600,000 or less, an age-based minimum annual fee applies instead of the percentage schedule.
Fee Estimator
Contact
Jalene Hahn
Location
427 Washington St, Columbus, IN, 47201
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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
Jalene serves as the registration agent for a dormant LLC called HAVA, LLC, since 2019. She takes minutes for the annual meeting and files entity reports with the state of Indiana, dedicating minimal time to this unpaid position.
Employment History
Current Registrations
Wwa Planning & Investments
Previous Registrations
Warren Ward Associates, Financial Planning
State Registrations2 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.
Exams
Additional Information
I enjoy working with a variety of people on a variety of topics. My passion is financial literacy and making sure people have enough knowledge to make informed decisions about their financial future. I work with single women - either widowed, divorced or never married and employees of Cummins, Inc.
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