AH
CFP
AH
CFP

Alex Hansen

10 Years of Experience
Boise, ID
Sells Insurance

Alex Hansen is a CFP-designated registered investment advisor at Arrien Investments, INC., based in Boise, ID, with 10 years of industry experience. Alex 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, Insurance Planning, and 3 more. Their firm serves 449 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
449 clients
Average Client Portfolio
$505K average
Assets Under Management
$226.6M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$300

Arrien Investments charges an annual fee based on the value of your portfolio. The fee ranges from 0.50% to 1.50% per year, depending on the size of your account. The fees are calculated on the average daily value of your account and charged quarterly.

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Location

4477 West Emerald Street, Suite A100, Boise, ID, 83706

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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

Alex is an independent licensed insurance agent for various insurers since 2015, selling insurance products and services. Alex reviews insurance coverage and recommends policies for life, disability, annuities, and long-term care, dedicating minimal time to this activity.

Employment History
Current Registrations
Arrien Investments, INC.
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Cetera Advisors LLC
October 2015 - July 2022 · 6 yrs 9 mos
Cetera Advisors LLCBroker
July 2015 - July 2022 · 7 yrs
State Registrations2 states
IDTX
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.
Alex Hansen - Financial Advisor | TrueAdvisor