Patrick Hansen
Patrick Hansen is a CFP-designated registered investment advisor at Certior Financial Group, LLC, based in King of Prussia, PA, with 16 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 478 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Maximum annual advisory fee is 1.2% and is negotiable. If a sub-adviser platform is utilized, a separate non-negotiable sub-adviser strategy fee is added. Asset-based fees for planning and consulting can also be arranged up to $50,000.
Fee Estimator
Location
20104 Valley Forge Circle, King of Prussia, PA, 19406
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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
Patrick is a financial advisor at Certior Financial Group LLC, providing financial planning advice to clients. This activity takes about half of his time.
Employment History
Current Registrations
Certior Financial Group, LLC
Previous Registrations
Mutual Securities, INC.Broker
Mutual Securities, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations1 state
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
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