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Tony Hansmann

15 Years of Experience
Bentonville, AR
Sells Insurance

Tony Hansmann is a registered investment advisor at Guardian Financial, INC., based in Bentonville, AR, with 15 years of industry experience. Tony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 248 clients with $77M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
248 clients
Average Client Portfolio
$311K average
Assets Under Management
$77.1M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Annual fee is negotiable. Guardian Financial also uses Envestnet's Fund Strategist Network and All Solutions Network, where fees are bundled and vary depending on the third-party manager and assets invested. Accounts are subject to minimum annual platform fees.

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

1401 SE Walton Blvd., Suite 201, Bentonville, AR, 72712

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Tony is an owner/insurance agent at Guardian Financial Advisors and Associates and Guardian Financial Advisors, dedicating about a quarter of his time to insurance services and product sales. He also consults on internet marketing strategies through PHIL413, LLC DBA Guardian Tax Tips, DBA Great Financial Tips, spending minimal time on this activity.

Employment History
Current Registrations
Guardian Financial, INC.
June 2011 - Present · 14 yrs 11 mos
Previous Registrations
Lifesmart Wealth Management, LLC
March 2010 - June 2011 · 1 yr 3 mos
State Registrations5 states
ARFLMOOKTX
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.