Jesse Hansford is a CFP-designated registered investment advisor at Osaic Advisory Services, LLC, based in Atlanta, GA, with 17 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
2300 Windy Ridge Parkway, Suite 750, Atlanta, GA, 30339
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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
Jesse is the treasurer of Loaves & Fishes, a non-profit working to eliminate hunger, and a managing director at Professional Planning & Wealth. He also owns rental property and contributes to a blog/video blog, while owning the building where Professional Planning & Wealth is located.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Farm Vp Management CORP.Broker
Edward Jones
Edward JonesBroker
State Registrations9 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.