Brian Hanks is a CFP-designated registered investment advisor at Hanks Capital Management, LLC, based in Draper, UT, with 12 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 38 clients with $6M 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 $500K | 0.90% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
Draper, UT
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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.
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Brian is a consultant and owner of Dental Buyer Advocates, dedicating nearly full-time hours to helping dentists buy dental practices. He is also a minority partner in AGS Dental Law, which assists dentists with legal processes.
Employment History
Current Registrations
Hanks Capital Management, LLC
Previous Registrations
Practice Financial Group, LLC
Hanks Capital Management, LLC
State Registrations3 states
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