JH
JH

Justin Hansen

7 Years of Experience
Murray, UT
Broker

Justin Hansen is a registered investment advisor at Financial Network Wealth Advisors LLC, based in Murray, UT, with 7 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 836 clients with $430M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
836 clients
Average Client Portfolio
$509K average
Assets Under Management
$425.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.90%
$1.0M - $2.0M0.80%
$2.0M - $5.0M0.70%
$5M+0.60%

Fees are negotiable. For certain clients, Plan 4 Wealth charges an annual fee that varies up to 1.25% and is dependent upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client. Although this fee is higher than stated above, clients who do not utilize the services of a Sub-Advisor, and pay additional fees to the Sub-Advisor, will be billed on this fee schedule.

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

118 West Winchester Street, Suite 101, Murray, UT, 84107

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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 Activities

Justin is the owner/financial advisor for Olympus Capital LLC, a financial and real estate services company, and a financial advisor for Plan 4 Wealth LLC. He also owns rental property under Olympus Capital DBA Olympus Properties, coaches high school football, and is an investment advisory representative for Financial Network Wealth Advisors LLC; these activities take up a significant amount of Justin's time.

Employment History
Current Registrations
Financial Network Wealth Advisors LLC
May 2022 - Present · 4 yrs
Cetera Wealth Services, LLCBroker
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2019 - May 2022 · 3 yrs
State Registrations4 states
COOHTXUT
AdvisorBrokerBoth

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.
Justin Hansen - Financial Advisor | TrueAdvisor